+162.4%
GE vs QLD
+1,470.2%
-1,307.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.8% | -3.0% | +1.4% |
| 7D | +6.3% | -1.4% | +7.7% | +6.6% |
| 30D | +8.9% | -19.6% | +28.5% | +16.8% |
| 3M | -9.2% | -14.1% | +4.9% | -5.0% |
| 6M | +13.2% | -13.6% | +26.9% | +16.9% |
| YTD | +9.4% | +12.5% | -3.2% | +2.4% |
| 1Y | +9.8% | +13.1% | -3.4% | +2.4% |
| 3Y | +278.2% | +154.7% | +123.5% | +158.1% |
| 5Y | +396.0% | +81.1% | +314.9% | +256.8% |
| 10Y | +162.4% | +1,418.0% | -1,255.6% | -5.8% |
| All | +162.4% | +1,470.2% | -1,307.9% | -5.8% |
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