+166.1%
BKNG vs QLD
+1,536.4%
-1,370.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | -1.2% |
| 7D | -6.3% | -1.2% | -5.1% | -6.4% |
| 30D | +1.1% | -15.7% | +16.8% | +6.9% |
| 3M | -24.6% | -10.0% | -14.5% | -22.6% |
| 6M | +2.0% | -11.2% | +13.2% | +3.3% |
| YTD | -24.7% | +16.4% | -41.0% | -32.1% |
| 1Y | -20.0% | +12.7% | -32.6% | -27.0% |
| 3Y | +33.4% | +152.3% | -118.9% | -16.6% |
| 5Y | +65.4% | +91.8% | -26.4% | +8.1% |
| 10Y | +166.1% | +1,520.2% | -1,354.1% | -40.8% |
| All | +166.1% | +1,536.4% | -1,370.2% | -40.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling