+27.9%
ABNB vs QLD
+178.0%
-150.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.9% |
| 7D | -4.0% | +0.6% | -4.5% | -4.2% |
| 30D | +19.3% | -0.1% | +19.4% | +19.3% |
| 3M | +36.1% | -8.4% | +44.4% | +39.3% |
| 6M | +34.2% | +32.2% | +2.0% | +13.3% |
| YTD | +34.1% | +28.9% | +5.2% | +14.4% |
| 1Y | +45.1% | +43.8% | +1.3% | +15.7% |
| All | +27.9% | +178.0% | -150.1% | -33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling