+23.6%
SYY vs QID
-80.8%
+104.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +0.8% |
| 7D | +3.9% | +1.3% | +2.7% | +4.2% |
| 30D | -1.7% | +2.9% | -4.7% | -1.3% |
| 3M | +5.2% | -0.7% | +5.9% | +5.3% |
| 6M | -0.2% | -29.7% | +29.5% | -5.6% |
| YTD | +15.4% | -27.9% | +43.2% | +9.8% |
| 1Y | +5.6% | -34.6% | +40.2% | -1.1% |
| 3Y | +28.9% | -73.5% | +102.4% | +2.8% |
| All | +23.6% | -80.8% | +104.3% | -2.2% |
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 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