+222.9%
WAB vs QID
-80.7%
+303.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.2% |
| 7D | +0.2% | -1.9% | +2.2% | -0.4% |
| 30D | -4.6% | +1.7% | -6.3% | -3.9% |
| 3M | +5.6% | -3.9% | +9.5% | +5.3% |
| 6M | +13.8% | -30.0% | +43.8% | +3.0% |
| YTD | +31.9% | -28.2% | +60.1% | +20.7% |
| 1Y | +48.3% | -35.6% | +83.9% | +31.9% |
| 3Y | +167.1% | -74.3% | +241.4% | +91.4% |
| 5Y | +222.9% | -80.8% | +303.7% | +129.9% |
| All | +222.9% | -80.7% | +303.6% | +129.9% |
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