+1,326.9%
AAPL vs QLD
+1,536.4%
-209.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | -0.2% |
| 7D | +1.8% | -1.2% | +2.9% | +1.7% |
| 30D | +4.3% | -15.7% | +20.0% | +12.1% |
| 3M | +16.6% | -10.0% | +26.7% | +20.7% |
| 6M | +21.6% | -11.2% | +32.8% | +23.5% |
| YTD | +31.2% | +16.4% | +14.8% | +14.5% |
| 1Y | +29.6% | +12.7% | +16.9% | +14.6% |
| 3Y | +93.1% | +152.3% | -59.2% | +4.5% |
| 5Y | +146.2% | +91.8% | +54.5% | +42.6% |
| 10Y | +1,326.9% | +1,520.2% | -193.4% | +120.6% |
| All | +1,326.9% | +1,536.4% | -209.5% | +120.6% |
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