+850.1%
TRGP vs QID
-99.2%
+949.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -1.2% |
| 7D | +0.1% | +1.3% | -1.2% | +0.5% |
| 30D | +8.0% | +2.9% | +5.1% | +9.1% |
| 3M | +8.3% | -0.7% | +9.0% | +8.2% |
| 6M | +23.9% | -29.7% | +53.6% | +8.9% |
| YTD | +59.6% | -27.9% | +87.5% | +42.1% |
| 1Y | +79.4% | -34.6% | +114.0% | +54.4% |
| 3Y | +269.4% | -73.5% | +343.0% | +140.4% |
| 5Y | +641.6% | -81.0% | +722.7% | +384.4% |
| All | +850.1% | -99.2% | +949.3% | +140.6% |
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 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