+1,049.3%
XBI vs QID
-100.0%
+1,149.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.3% |
| 7D | -3.6% | -1.9% | -1.7% | -4.5% |
| 30D | +0.9% | +1.7% | -0.9% | +1.7% |
| 3M | +21.4% | -3.9% | +25.3% | +20.6% |
| 6M | +25.5% | -30.0% | +55.5% | +9.2% |
| YTD | +30.8% | -28.2% | +59.1% | +15.8% |
| 1Y | +68.6% | -35.6% | +104.2% | +43.0% |
| 3Y | +103.9% | -74.3% | +178.2% | +24.4% |
| 5Y | +20.8% | -80.8% | +101.6% | -22.0% |
| 10Y | +164.0% | -99.2% | +263.1% | -45.8% |
| All | +1,049.3% | -100.0% | +1,149.3% | -19.1% |
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