+620.2%
ADI vs QLD
+1,468.8%
-848.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.3% | -1.4% |
| 7D | +9.5% | +7.0% | +2.5% | +5.6% |
| 30D | -1.4% | -14.3% | +12.9% | +7.2% |
| 3M | +4.7% | -16.0% | +20.7% | +15.0% |
| 6M | -7.4% | -14.2% | +6.8% | +0.1% |
| YTD | +48.1% | +12.8% | +35.3% | +37.4% |
| 1Y | +69.6% | +14.1% | +55.6% | +56.3% |
| 3Y | +144.4% | +146.0% | -1.6% | +45.7% |
| 5Y | +134.1% | +82.0% | +52.1% | +51.6% |
| All | +620.2% | +1,468.8% | -848.6% | +13.2% |
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