+2,108.4%
STX vs QID
-99.1%
+2,207.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -4.6% | +14.6% | +7.6% |
| 7D | -1.0% | -1.1% | +0.2% | +0.4% |
| 30D | -26.8% | +14.4% | -41.2% | -19.1% |
| 3M | -32.7% | +6.7% | -39.4% | -27.7% |
| 6M | -33.7% | +2.6% | -36.3% | -27.3% |
| YTD | +101.0% | -24.2% | +125.2% | +96.8% |
| 1Y | +92.7% | -22.3% | +115.0% | +92.7% |
| 3Y | +708.7% | -72.0% | +780.8% | +478.6% |
| 5Y | +504.0% | -78.2% | +582.2% | +361.4% |
| 10Y | +2,108.4% | -99.1% | +2,207.4% | +346.2% |
| All | +2,108.4% | -99.1% | +2,207.4% | +346.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling