+376.2%
GE vs QLD
+61.4%
+314.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -12.7% | +8.3% | 0.0% |
| 7D | +0.5% | -18.6% | +19.1% | +7.7% |
| 30D | +1.7% | -28.3% | +30.0% | +13.7% |
| 3M | -17.3% | -20.4% | +3.1% | -11.2% |
| 6M | +10.1% | -14.3% | +24.4% | +13.7% |
| YTD | +2.6% | +2.8% | -0.2% | -1.2% |
| 1Y | +3.7% | -1.2% | +4.9% | +1.0% |
| 3Y | +268.3% | +135.3% | +133.0% | +157.4% |
| 5Y | +376.2% | +62.6% | +313.6% | +244.8% |
| All | +376.2% | +61.4% | +314.8% | +244.8% |
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 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