+278.2%
GE vs QLD
+149.9%
+128.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.8% | -3.0% | +1.2% |
| 7D | +6.3% | -1.4% | +7.7% | +6.6% |
| 30D | +8.9% | -19.6% | +28.5% | +17.5% |
| 3M | -9.2% | -14.1% | +4.9% | -4.7% |
| 6M | +13.2% | -13.6% | +26.9% | +16.9% |
| YTD | +9.4% | +12.5% | -3.2% | +0.3% |
| 1Y | +9.8% | +13.1% | -3.4% | +0.1% |
| 3Y | +278.2% | +154.7% | +123.5% | +148.5% |
| All | +278.2% | +149.9% | +128.3% | +148.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling