+43.2%
TER vs QID
-21.1%
+64.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -1.8% | -5.0% | -9.2% |
| 7D | -19.9% | +9.8% | -29.7% | -8.9% |
| 30D | -43.5% | +18.9% | -62.4% | -27.6% |
| 3M | -37.8% | +9.6% | -47.4% | -26.7% |
| 6M | -25.6% | -7.8% | -17.8% | -19.2% |
| YTD | +29.8% | -23.3% | +53.1% | +18.8% |
| 1Y | +43.2% | -22.0% | +65.2% | +36.6% |
| All | +43.2% | -21.1% | +64.3% | +36.6% |
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 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