+991.6%
WDC vs QID
-80.7%
+1,072.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.6% | +1.4% |
| 7D | +7.5% | -1.9% | +9.4% | +6.1% |
| 30D | +10.1% | +1.7% | +8.3% | +11.8% |
| 3M | -6.8% | -3.9% | -2.9% | -4.1% |
| 6M | +84.1% | -30.0% | +114.1% | +62.1% |
| YTD | +180.3% | -28.2% | +208.5% | +154.7% |
| 1Y | +411.1% | -35.6% | +446.7% | +347.9% |
| 3Y | +1,375.0% | -74.3% | +1,449.3% | +841.3% |
| 5Y | +991.6% | -80.8% | +1,072.4% | +591.6% |
| All | +991.6% | -80.7% | +1,072.2% | +591.6% |
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 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