+526.2%
BE vs QLD
+84.9%
+441.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.9% | -8.2% | -8.0% |
| 7D | -12.1% | -9.4% | -2.7% | -4.4% |
| 30D | -30.1% | -17.1% | -13.0% | -17.3% |
| 3M | -12.1% | -10.4% | -1.7% | -2.2% |
| 6M | -30.6% | +0.7% | -31.3% | -27.6% |
| YTD | +130.6% | +17.7% | +112.9% | +116.7% |
| 1Y | +55.3% | +14.7% | +40.6% | +51.8% |
| 3Y | +1,755.6% | +169.6% | +1,585.9% | +841.7% |
| All | +526.2% | +84.9% | +441.3% | +295.3% |
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