+1,895.7%
TER vs QID
-99.1%
+1,994.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +3.5% |
| 7D | +12.4% | -1.9% | +14.3% | +10.8% |
| 30D | +5.1% | +1.7% | +3.4% | +7.0% |
| 3M | +4.0% | -3.9% | +7.9% | +7.6% |
| 6M | +29.5% | -30.0% | +59.5% | +12.8% |
| YTD | +98.5% | -28.2% | +126.7% | +78.6% |
| 1Y | +234.1% | -35.6% | +269.7% | +188.0% |
| 3Y | +289.0% | -74.3% | +363.3% | +130.1% |
| 5Y | +228.2% | -80.8% | +309.0% | +115.7% |
| 10Y | +1,895.7% | -99.2% | +1,994.8% | +236.3% |
| All | +1,895.7% | -99.1% | +1,994.8% | +236.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling