+72.4%
UBER vs QID
-97.3%
+169.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -2.1% |
| 7D | -5.4% | +1.3% | -6.7% | -4.8% |
| 30D | -4.9% | +2.9% | -7.8% | -3.5% |
| 3M | +3.0% | -0.7% | +3.8% | +3.3% |
| 6M | -4.4% | -29.7% | +25.3% | -18.9% |
| YTD | -12.3% | -27.9% | +15.6% | -24.3% |
| 1Y | -24.3% | -34.6% | +10.3% | -37.1% |
| 3Y | +46.4% | -73.5% | +120.0% | -15.4% |
| 5Y | +79.7% | -81.0% | +160.7% | +10.5% |
| All | +72.4% | -97.3% | +169.7% | -51.4% |
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