+2,655.3%
DELL vs QLD
+1,470.2%
+1,185.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.8% | -1.4% | +1.8% |
| 7D | -11.8% | -1.4% | -10.4% | -10.8% |
| 30D | -40.8% | -19.6% | -21.2% | -33.1% |
| 3M | -23.6% | -14.1% | -9.4% | -16.2% |
| 6M | +33.4% | -13.6% | +47.0% | +46.1% |
| YTD | +178.0% | +12.5% | +165.5% | +167.3% |
| 1Y | +138.6% | +13.1% | +125.4% | +128.7% |
| 3Y | +400.9% | +154.7% | +246.2% | +235.1% |
| 5Y | +580.7% | +81.1% | +499.6% | +387.2% |
| 10Y | +2,655.3% | +1,418.0% | +1,237.3% | +555.9% |
| All | +2,655.3% | +1,470.2% | +1,185.0% | +555.9% |
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