+614.2%
TEAM vs QID
-99.2%
+713.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | 0.0% |
| 7D | -2.4% | -7.1% | +4.7% | -6.2% |
| 30D | -26.7% | +12.6% | -39.4% | -20.6% |
| 3M | -9.6% | +14.2% | -23.9% | -1.0% |
| 6M | +86.0% | +6.2% | +79.9% | +96.9% |
| YTD | -7.5% | -21.8% | +14.3% | -16.9% |
| 1Y | -1.4% | -23.1% | +21.8% | -12.1% |
| 3Y | -14.3% | -71.3% | +57.0% | -50.7% |
| 5Y | -66.3% | -77.0% | +10.7% | -77.1% |
| 10Y | +445.6% | -99.0% | +544.7% | +2.1% |
| All | +614.2% | -99.2% | +713.4% | +29.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling