+532.2%
BE vs QLD
+80.9%
+451.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.5% | -2.5% | -2.8% |
| 7D | +10.8% | +7.0% | +3.8% | +5.3% |
| 30D | -19.8% | -14.3% | -5.5% | -6.7% |
| 3M | -18.7% | -16.0% | -2.7% | -3.1% |
| 6M | -33.7% | -14.2% | -19.5% | -20.1% |
| YTD | +121.0% | +12.8% | +108.2% | +118.3% |
| 1Y | +85.4% | +14.1% | +71.3% | +84.2% |
| 3Y | +1,709.5% | +146.0% | +1,563.6% | +906.7% |
| All | +532.2% | +80.9% | +451.2% | +313.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling