+979.4%
WMT vs QID
-100.0%
+1,079.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | +0.1% | -2.7% | +2.9% | -0.4% |
| 30D | -5.0% | +1.8% | -6.8% | -4.6% |
| 3M | -11.3% | -2.2% | -9.1% | -11.4% |
| 6M | -13.8% | -32.1% | +18.3% | -19.8% |
| YTD | -4.2% | -28.6% | +24.4% | -9.8% |
| 1Y | +4.6% | -36.3% | +40.9% | -3.7% |
| 3Y | +100.5% | -74.4% | +174.9% | +58.8% |
| 5Y | +129.7% | -80.8% | +210.4% | +82.6% |
| 10Y | +423.4% | -99.1% | +522.6% | +133.6% |
| All | +979.4% | -100.0% | +1,079.4% | +141.8% |
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