+254.8%
SPOT vs QID
-98.3%
+353.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.4% |
| 7D | -2.9% | -2.7% | -0.1% | -4.2% |
| 30D | +8.3% | +1.8% | +6.5% | +9.1% |
| 3M | +5.1% | -2.2% | +7.2% | +4.1% |
| 6M | -6.5% | -32.1% | +25.7% | -22.7% |
| YTD | -9.0% | -28.6% | +19.6% | -22.2% |
| 1Y | -26.4% | -36.3% | +9.9% | -40.4% |
| 3Y | +240.0% | -74.4% | +314.4% | +91.8% |
| 5Y | +111.7% | -80.8% | +192.5% | +31.2% |
| All | +254.8% | -98.3% | +353.0% | +11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling