+1,006.2%
TER vs QID
-99.0%
+1,105.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | +0.7% |
| 7D | -8.9% | +1.8% | -10.7% | -5.7% |
| 30D | -39.1% | +21.6% | -60.7% | -27.1% |
| 3M | -32.8% | +12.6% | -45.4% | -22.8% |
| 6M | -31.7% | +6.9% | -38.6% | -18.6% |
| YTD | +26.9% | -20.5% | +47.4% | +28.9% |
| 1Y | +33.6% | -18.1% | +51.7% | +40.3% |
| 3Y | +181.5% | -70.7% | +252.2% | +89.0% |
| 5Y | +76.1% | -77.2% | +153.4% | +34.8% |
| 10Y | +1,006.2% | -99.0% | +1,105.2% | +105.1% |
| All | +1,006.2% | -99.0% | +1,105.2% | +105.1% |
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