+1,306.6%
AAPL vs QLD
+1,387.1%
-80.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | 0.0% |
| 7D | +5.0% | -3.8% | +8.8% | +6.4% |
| 30D | +3.5% | -20.5% | +24.1% | +14.6% |
| 3M | +13.1% | -14.6% | +27.7% | +20.1% |
| 6M | +19.0% | -14.7% | +33.7% | +23.3% |
| YTD | +28.5% | +11.2% | +17.4% | +14.8% |
| 1Y | +29.7% | +7.1% | +22.6% | +17.7% |
| 3Y | +89.2% | +141.1% | -51.9% | +4.8% |
| 5Y | +141.2% | +84.3% | +56.9% | +42.4% |
| 10Y | +1,306.6% | +1,450.1% | -143.5% | +122.5% |
| All | +1,306.6% | +1,387.1% | -80.5% | +122.5% |
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