+417.4%
WDC vs QID
-38.2%
+455.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.2% | +5.4% |
| 7D | +1.7% | -0.6% | +2.4% | +0.9% |
| 30D | -10.0% | 0.0% | -10.0% | -9.4% |
| 3M | -18.8% | +3.7% | -22.5% | -6.9% |
| 6M | +79.0% | -29.9% | +108.9% | +36.4% |
| YTD | +171.6% | -28.8% | +200.3% | +115.9% |
| 1Y | +417.4% | -37.2% | +454.6% | +230.1% |
| All | +417.4% | -38.2% | +455.6% | +230.1% |
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