+58.7%
ADI vs QLD
+2.9%
+55.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | -0.9% |
| 7D | -12.8% | -10.3% | -2.6% | -6.8% |
| 30D | -11.3% | -26.1% | +14.7% | +6.2% |
| 3M | -3.4% | -17.8% | +14.4% | +8.6% |
| 6M | -12.0% | -15.6% | +3.5% | -2.2% |
| YTD | +35.3% | +5.4% | +29.9% | +32.8% |
| All | +58.7% | +2.9% | +55.8% | +60.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling