+82.2%
UBER vs QID
-97.4%
+179.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.4% |
| 7D | -3.9% | -0.6% | -3.3% | -4.2% |
| 30D | +11.1% | 0.0% | +11.1% | +11.2% |
| 3M | +4.9% | +3.7% | +1.2% | +8.1% |
| 6M | -1.2% | -29.9% | +28.7% | -16.2% |
| YTD | -7.3% | -28.8% | +21.5% | -20.5% |
| 1Y | -17.6% | -37.2% | +19.5% | -33.0% |
| 3Y | +61.1% | -73.7% | +134.8% | -7.2% |
| 5Y | +87.9% | -80.7% | +168.6% | +16.4% |
| All | +82.2% | -97.4% | +179.6% | -49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling