-22.9%
SPOT vs QID
-38.2%
+15.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.2% |
| 7D | -0.9% | -0.6% | -0.3% | -1.0% |
| 30D | +12.5% | 0.0% | +12.5% | +12.4% |
| 3M | +9.9% | +3.7% | +6.2% | +11.9% |
| 6M | +1.6% | -29.9% | +31.4% | -6.4% |
| YTD | -6.6% | -28.8% | +22.2% | -13.3% |
| 1Y | -22.9% | -37.2% | +14.2% | -35.5% |
| All | -22.9% | -38.2% | +15.3% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded QID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling