+6,351.7%
AMD vs QLD
+1,375.1%
+4,976.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.5% | +8.5% | +8.9% |
| 7D | -11.0% | -10.3% | -0.8% | -1.7% |
| 30D | -30.5% | -26.1% | -4.4% | -9.2% |
| 3M | -8.2% | -17.8% | +9.5% | +10.1% |
| 6M | +6.6% | -15.6% | +22.1% | +28.1% |
| YTD | +109.7% | +5.4% | +104.3% | +114.0% |
| 1Y | +88.9% | +5.2% | +83.7% | +93.6% |
| 3Y | +301.8% | +139.4% | +162.4% | +116.9% |
| 5Y | +229.4% | +66.7% | +162.6% | +127.1% |
| All | +6,351.7% | +1,375.1% | +4,976.6% | +439.4% |
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