+120.1%
SPOT vs QID
-76.9%
+196.9%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.3% | +3.6% |
| 7D | +1.6% | -7.1% | +8.7% | -1.9% |
| 30D | +16.9% | +12.6% | +4.3% | +24.1% |
| 3M | +23.0% | +14.2% | +8.7% | +31.4% |
| 6M | +42.2% | +6.2% | +36.0% | +46.7% |
| YTD | +5.5% | -21.8% | +27.3% | -7.4% |
| 1Y | -5.1% | -23.1% | +18.1% | -17.1% |
| 3Y | +257.9% | -71.3% | +329.2% | +90.5% |
| All | +120.1% | -76.9% | +196.9% | +34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling