+159.7%
TRV vs QID
-80.8%
+240.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +1.9% |
| 7D | +1.9% | +1.3% | +0.7% | +2.0% |
| 30D | +1.7% | +2.9% | -1.2% | +2.0% |
| 3M | +23.9% | -0.7% | +24.6% | +24.0% |
| 6M | +26.3% | -29.7% | +55.9% | +22.1% |
| YTD | +30.8% | -27.9% | +58.7% | +26.9% |
| 1Y | +36.3% | -34.6% | +70.9% | +31.0% |
| 3Y | +145.0% | -73.5% | +218.5% | +116.6% |
| All | +159.7% | -80.8% | +240.4% | +122.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling