-16.7%
TRI vs QID
-21.1%
+4.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.8% | +8.2% | +6.6% |
| 7D | +1.0% | +9.8% | -8.8% | -0.1% |
| 30D | +20.8% | +18.9% | +1.8% | +18.7% |
| 3M | +8.1% | +9.6% | -1.5% | +6.8% |
| 6M | +24.2% | -7.8% | +32.0% | +20.1% |
| YTD | -7.8% | -23.3% | +15.6% | -11.7% |
| 1Y | -16.7% | -22.0% | +5.4% | -20.0% |
| All | -16.7% | -21.1% | +4.4% | -20.0% |
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 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