+3.5%
W vs QID
-22.5%
+26.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.6% | +6.3% | -1.8% |
| 7D | -7.4% | -1.1% | -6.3% | -6.9% |
| 30D | +7.8% | +14.4% | -6.6% | +22.3% |
| 3M | +10.9% | +6.7% | +4.2% | +19.6% |
| 6M | +86.4% | +2.6% | +83.8% | +101.5% |
| YTD | +14.0% | -24.2% | +38.2% | -3.7% |
| 1Y | +3.5% | -22.3% | +25.8% | -10.9% |
| All | +3.5% | -22.5% | +26.0% | -10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling