-15.1%
ABNB vs QLD
+62.6%
-77.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -12.7% | +9.2% | +3.5% |
| 7D | +2.2% | -18.6% | +20.8% | +13.8% |
| 30D | +6.1% | -28.3% | +34.4% | +26.1% |
| 3M | +11.6% | -20.4% | +32.0% | +24.6% |
| 6M | +21.8% | -14.3% | +36.0% | +26.1% |
| YTD | +25.4% | +2.8% | +22.6% | +15.6% |
| 1Y | +38.9% | -1.2% | +40.1% | +30.4% |
| 3Y | +38.7% | +135.3% | -96.6% | -31.1% |
| All | -15.1% | +62.6% | -77.7% | -47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling