+802.8%
TEAM vs QID
-99.2%
+902.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.3% | -2.8% |
| 7D | -0.4% | -0.6% | +0.2% | -0.7% |
| 30D | +67.3% | 0.0% | +67.3% | +68.4% |
| 3M | +86.8% | +3.7% | +83.1% | +92.6% |
| 6M | +146.8% | -29.9% | +176.7% | +104.0% |
| YTD | +16.9% | -28.8% | +45.7% | -1.8% |
| 1Y | +12.8% | -37.2% | +50.0% | -11.3% |
| 3Y | -7.3% | -73.7% | +66.4% | -49.2% |
| 5Y | -50.7% | -80.7% | +30.0% | -69.7% |
| 10Y | +529.8% | -99.1% | +629.0% | +11.1% |
| All | +802.8% | -99.2% | +902.0% | +53.3% |
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