+366.2%
STX vs QID
-35.9%
+402.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -1.5% |
| 7D | +9.6% | -1.9% | +11.5% | +7.4% |
| 30D | +10.6% | +1.7% | +8.9% | +13.4% |
| 3M | +4.8% | -3.9% | +8.7% | +6.8% |
| 6M | +137.3% | -30.0% | +167.2% | +82.8% |
| YTD | +222.5% | -28.2% | +250.7% | +161.8% |
| 1Y | +366.2% | -35.6% | +401.9% | +226.4% |
| All | +366.2% | -35.9% | +402.1% | +226.4% |
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 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