+135.9%
WMT vs QID
-80.8%
+216.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +1.1% |
| 7D | 0.0% | +1.3% | -1.3% | +0.2% |
| 30D | -7.4% | +2.9% | -10.4% | -7.1% |
| 3M | -10.9% | -0.7% | -10.1% | -10.7% |
| 6M | -12.7% | -29.7% | +17.0% | -16.3% |
| YTD | -3.2% | -27.9% | +24.7% | -6.8% |
| 1Y | +5.3% | -34.6% | +39.8% | 0.0% |
| 3Y | +101.9% | -73.5% | +175.4% | +73.0% |
| All | +135.9% | -80.8% | +216.7% | +92.5% |
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 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