+338.3%
SU vs QID
-80.8%
+419.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.6% | -0.4% |
| 7D | +2.2% | +1.3% | +1.0% | +2.4% |
| 30D | +8.4% | +2.9% | +5.5% | +9.0% |
| 3M | +12.1% | -0.7% | +12.8% | +12.2% |
| 6M | +19.7% | -29.7% | +49.3% | +12.6% |
| YTD | +58.4% | -27.9% | +86.3% | +50.1% |
| 1Y | +67.2% | -34.6% | +101.8% | +55.7% |
| 3Y | +125.0% | -73.5% | +198.6% | +80.3% |
| All | +338.3% | -80.8% | +419.1% | +259.0% |
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