+33.5%
TRV vs QID
-33.6%
+67.2%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | +0.2% |
| 7D | -1.5% | +2.7% | -4.2% | -1.8% |
| 30D | -1.8% | +3.3% | -5.1% | -2.2% |
| 3M | +21.6% | -5.5% | +27.1% | +21.9% |
| 6M | +22.5% | -28.4% | +50.9% | +22.5% |
| YTD | +28.1% | -26.6% | +54.7% | +27.9% |
| All | +33.5% | -33.6% | +67.2% | +33.2% |
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