+145.2%
TE vs QID
-34.8%
+180.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.4% | -2.0% |
| 7D | +0.2% | +1.3% | -1.1% | +2.3% |
| 30D | -5.9% | +2.9% | -8.9% | -0.6% |
| 3M | -45.6% | -0.7% | -44.9% | -40.7% |
| 6M | -43.4% | -29.7% | -13.7% | -52.6% |
| YTD | -31.0% | -27.9% | -3.1% | -38.4% |
| 1Y | +145.2% | -34.6% | +179.8% | +141.7% |
| All | +145.2% | -34.8% | +180.0% | +141.7% |
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