+209.9%
BKNG vs QLD
+1,707.9%
-1,498.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.4% |
| 7D | -10.7% | -2.6% | -8.0% | -9.7% |
| 30D | -18.1% | -3.3% | -14.9% | -17.2% |
| 3M | +8.5% | +1.8% | +6.7% | +6.0% |
| 6M | -0.1% | +29.7% | -29.8% | -12.5% |
| YTD | -18.2% | +25.1% | -43.3% | -27.4% |
| 1Y | -19.9% | +37.1% | -57.0% | -31.9% |
| 3Y | +41.6% | +176.3% | -134.7% | -13.7% |
| 5Y | +93.1% | +121.0% | -27.9% | +20.5% |
| All | +209.9% | +1,707.9% | -1,498.0% | -32.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling