+1,683.6%
BE vs QLD
+149.9%
+1,533.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +6.8% | +5.1% | +5.3% |
| 7D | -1.2% | -1.4% | +0.2% | +1.0% |
| 30D | -30.9% | -19.6% | -11.3% | -13.5% |
| 3M | -11.6% | -14.1% | +2.5% | +4.7% |
| 6M | -25.7% | -13.6% | -12.1% | -10.1% |
| YTD | +123.1% | +12.5% | +110.6% | +120.1% |
| 1Y | +43.4% | +13.1% | +30.2% | +43.7% |
| 3Y | +1,683.6% | +154.7% | +1,528.9% | +905.4% |
| All | +1,683.6% | +149.9% | +1,533.7% | +905.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling