+1,680.6%
WAB vs QID
-100.0%
+1,780.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.6% |
| 7D | -3.2% | -0.6% | -2.6% | -3.4% |
| 30D | -4.4% | 0.0% | -4.4% | -4.3% |
| 3M | +7.9% | +3.7% | +4.1% | +11.1% |
| 6M | +8.7% | -29.9% | +38.6% | -5.3% |
| YTD | +33.0% | -28.8% | +61.8% | +17.1% |
| 1Y | +46.7% | -37.2% | +83.8% | +23.0% |
| 3Y | +153.0% | -73.7% | +226.7% | +57.2% |
| 5Y | +222.3% | -80.7% | +303.0% | +102.4% |
| 10Y | +291.0% | -99.1% | +390.1% | -37.2% |
| All | +1,680.6% | -100.0% | +1,780.6% | -40.6% |
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