+219.1%
TER vs QID
-80.7%
+299.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.4% |
| 7D | +11.0% | -2.7% | +13.7% | +8.6% |
| 30D | -1.9% | +1.8% | -3.7% | +0.1% |
| 3M | -0.7% | -2.2% | +1.5% | +4.4% |
| 6M | +36.4% | -32.1% | +68.5% | +14.9% |
| YTD | +92.4% | -28.6% | +121.0% | +70.7% |
| 1Y | +213.5% | -36.3% | +249.8% | +164.7% |
| 3Y | +277.2% | -74.4% | +351.6% | +115.7% |
| 5Y | +219.1% | -80.8% | +299.9% | +106.0% |
| All | +219.1% | -80.7% | +299.8% | +106.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling