+86.2%
SU vs QID
-21.1%
+107.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.8% | -2.7% | -4.3% |
| 7D | -7.1% | +9.8% | -16.9% | -8.2% |
| 30D | +4.8% | +18.9% | -14.2% | +2.4% |
| 3M | +12.5% | +9.6% | +2.9% | +11.0% |
| 6M | +6.5% | -7.8% | +14.3% | +7.5% |
| YTD | +65.8% | -23.3% | +89.1% | +71.1% |
| 1Y | +86.2% | -22.0% | +108.2% | +92.4% |
| All | +86.2% | -21.1% | +107.2% | +92.4% |
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