+1,359.8%
WDC vs QID
-74.5%
+1,434.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.9% | +2.4% |
| 7D | +6.0% | -2.7% | +8.7% | +3.5% |
| 30D | +9.9% | +1.8% | +8.1% | +12.1% |
| 3M | -9.4% | -2.2% | -7.2% | -5.1% |
| 6M | +94.7% | -32.1% | +126.9% | +61.6% |
| YTD | +177.4% | -28.6% | +205.9% | +143.4% |
| 1Y | +412.6% | -36.3% | +448.9% | +328.7% |
| 3Y | +1,359.8% | -74.4% | +1,434.2% | +723.2% |
| All | +1,359.8% | -74.5% | +1,434.3% | +723.2% |
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