+630.6%
ADI vs QLD
+1,470.2%
-839.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.8% | +1.8% | +4.9% |
| 7D | -4.4% | -1.4% | -3.0% | -3.5% |
| 30D | -2.8% | -19.6% | +16.7% | +9.3% |
| 3M | +1.5% | -14.1% | +15.7% | +10.1% |
| 6M | -4.7% | -13.6% | +8.9% | +2.7% |
| YTD | +46.8% | +12.5% | +34.3% | +36.4% |
| 1Y | +74.9% | +13.1% | +61.7% | +61.7% |
| 3Y | +147.4% | +154.7% | -7.3% | +44.9% |
| 5Y | +131.9% | +81.1% | +50.8% | +50.6% |
| 10Y | +630.6% | +1,418.0% | -787.4% | +26.4% |
| All | +630.6% | +1,470.2% | -839.7% | +26.4% |
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