+436.6%
GE vs QLD
+121.5%
+315.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -1.6% | +0.6% | -2.2% | -1.8% |
| 30D | -11.6% | -0.1% | -11.4% | -11.6% |
| 3M | +3.0% | -8.4% | +11.4% | +5.0% |
| 6M | -0.5% | +32.2% | -32.7% | -11.5% |
| YTD | +9.7% | +28.9% | -19.2% | -1.7% |
| 1Y | +20.0% | +43.8% | -23.8% | +3.0% |
| 3Y | +275.8% | +176.6% | +99.2% | +149.8% |
| All | +436.6% | +121.5% | +315.0% | +256.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling