+143.5%
WBD vs QID
-73.3%
+216.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.3% | +2.0% |
| 7D | -0.6% | +2.7% | -3.3% | +0.5% |
| 30D | +4.2% | +3.3% | +0.8% | +5.6% |
| 3M | +7.5% | -5.5% | +13.0% | +5.5% |
| 6M | +1.6% | -28.4% | +30.0% | -11.6% |
| YTD | -2.2% | -26.6% | +24.4% | -13.5% |
| 1Y | +124.9% | -34.1% | +159.0% | +89.5% |
| All | +143.5% | -73.3% | +216.8% | +38.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling