+4,090.0%
WDC vs QID
-100.0%
+4,190.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.2% | +5.6% |
| 7D | +1.7% | -0.6% | +2.4% | +1.3% |
| 30D | -10.0% | 0.0% | -10.0% | -9.6% |
| 3M | -18.8% | +3.7% | -22.5% | -11.6% |
| 6M | +79.0% | -29.9% | +108.9% | +57.8% |
| YTD | +171.6% | -28.8% | +200.3% | +145.4% |
| 1Y | +417.4% | -37.2% | +454.6% | +345.1% |
| 3Y | +1,251.8% | -73.7% | +1,325.5% | +727.9% |
| 5Y | +911.7% | -80.7% | +992.4% | +548.8% |
| 10Y | +1,399.6% | -99.1% | +1,498.8% | +125.1% |
| All | +4,090.0% | -100.0% | +4,190.0% | +27.5% |
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