-19.2%
TRI vs QID
-73.7%
+54.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +1.5% |
| 7D | -7.9% | +1.3% | -9.2% | -7.7% |
| 30D | -4.5% | +2.9% | -7.5% | -4.2% |
| 3M | +22.1% | -0.7% | +22.8% | +22.2% |
| 6M | -2.8% | -29.7% | +26.9% | -8.5% |
| YTD | -23.4% | -27.9% | +4.5% | -27.2% |
| 1Y | -41.5% | -34.6% | -7.0% | -45.2% |
| 3Y | -19.2% | -73.5% | +54.3% | -36.7% |
| All | -19.2% | -73.7% | +54.5% | -36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling