-13.0%
TEAM vs QID
-72.1%
+59.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | +0.1% |
| 7D | -16.9% | -11.8% | -5.1% | -21.3% |
| 30D | -26.8% | +14.2% | -41.0% | -21.4% |
| 3M | -1.9% | +8.8% | -10.7% | +3.4% |
| 6M | +79.2% | +1.5% | +77.7% | +84.1% |
| YTD | -6.1% | -23.8% | +17.7% | -15.5% |
| 1Y | -2.1% | -22.0% | +19.9% | -10.4% |
| All | -13.0% | -72.1% | +59.1% | -49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling