+76.2%
UBER vs QID
-80.7%
+156.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -2.6% |
| 7D | -7.0% | -1.9% | -5.1% | -7.9% |
| 30D | -8.9% | +1.7% | -10.6% | -8.1% |
| 3M | +1.0% | -3.9% | +4.9% | -0.3% |
| 6M | -3.7% | -30.0% | +26.3% | -18.9% |
| YTD | -13.0% | -28.2% | +15.2% | -25.4% |
| 1Y | -25.5% | -35.6% | +10.1% | -39.1% |
| 3Y | +50.5% | -74.3% | +124.7% | -17.6% |
| 5Y | +76.2% | -80.8% | +157.0% | +9.9% |
| All | +76.2% | -80.7% | +156.8% | +9.9% |
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