+48.3%
UBER vs QID
-73.3%
+121.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | +3.0% |
| 7D | -4.5% | +2.7% | -7.2% | -3.4% |
| 30D | -7.6% | +3.3% | -10.9% | -6.4% |
| 3M | +5.8% | -5.5% | +11.3% | +3.8% |
| 6M | +0.3% | -28.4% | +28.7% | -12.3% |
| YTD | -11.2% | -26.6% | +15.4% | -21.1% |
| 1Y | -23.0% | -34.1% | +11.2% | -34.2% |
| All | +48.3% | -73.3% | +121.5% | -17.5% |
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