+38.5%
TNA vs QID
-21.1%
+59.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.8% | +6.2% | +2.6% |
| 7D | +2.4% | +9.8% | -7.4% | +12.6% |
| 30D | -0.9% | +18.9% | -19.8% | +19.1% |
| 3M | -19.2% | +9.6% | -28.8% | -9.6% |
| 6M | -0.8% | -7.8% | +7.0% | -4.6% |
| YTD | +33.2% | -23.3% | +56.5% | +5.5% |
| 1Y | +38.5% | -22.0% | +60.5% | +15.3% |
| All | +38.5% | -21.1% | +59.6% | +15.3% |
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 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