+1,574.6%
BE vs QLD
+178.0%
+1,396.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.3% | +7.0% | +7.1% |
| 7D | +20.0% | +0.6% | +19.4% | +19.4% |
| 30D | +7.9% | -0.1% | +8.0% | +8.2% |
| 3M | -13.2% | -8.4% | -4.9% | -4.1% |
| 6M | +53.5% | +32.2% | +21.3% | +27.2% |
| YTD | +191.0% | +28.9% | +162.1% | +147.2% |
| 1Y | +360.5% | +43.8% | +316.7% | +275.6% |
| All | +1,574.6% | +178.0% | +1,396.7% | +749.2% |
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 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