-53.1%
TEAM vs QID
-80.7%
+27.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.3% | +1.1% |
| 7D | -4.7% | -1.9% | -2.7% | -5.8% |
| 30D | +17.0% | +1.7% | +15.3% | +18.8% |
| 3M | +85.9% | -3.9% | +89.8% | +82.1% |
| 6M | +116.7% | -30.0% | +146.6% | +71.7% |
| YTD | +9.6% | -28.2% | +37.8% | -10.9% |
| 1Y | -2.5% | -35.6% | +33.1% | -26.2% |
| 3Y | -14.0% | -74.3% | +60.3% | -61.7% |
| 5Y | -53.1% | -80.8% | +27.7% | -74.4% |
| All | -53.1% | -80.7% | +27.6% | -74.4% |
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 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