+1,276.0%
AAPL vs QLD
+1,470.2%
-194.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.8% | -4.4% | -0.9% |
| 7D | +3.7% | -1.4% | +5.1% | +3.7% |
| 30D | +4.2% | -19.6% | +23.8% | +14.7% |
| 3M | +12.0% | -14.1% | +26.2% | +18.7% |
| 6M | +19.8% | -13.6% | +33.4% | +23.4% |
| YTD | +29.3% | +12.5% | +16.8% | +14.8% |
| 1Y | +31.1% | +13.1% | +18.0% | +15.5% |
| 3Y | +94.9% | +154.7% | -59.9% | +4.7% |
| 5Y | +138.1% | +81.1% | +57.0% | +42.1% |
| 10Y | +1,276.0% | +1,418.0% | -142.0% | +115.6% |
| All | +1,276.0% | +1,470.2% | -194.3% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling