+215.7%
GE vs QLD
+7,183.5%
-6,967.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -12.7% | +8.3% | +0.8% |
| 7D | +0.5% | -18.6% | +19.1% | +9.0% |
| 30D | +1.7% | -28.3% | +30.0% | +15.8% |
| 3M | -17.3% | -20.4% | +3.1% | -10.1% |
| 6M | +10.1% | -14.3% | +24.4% | +14.5% |
| YTD | +2.6% | +2.8% | -0.2% | -1.5% |
| 1Y | +3.7% | -1.2% | +4.9% | +0.9% |
| 3Y | +268.3% | +135.3% | +133.0% | +140.0% |
| 5Y | +376.2% | +62.6% | +313.6% | +233.3% |
| 10Y | +156.4% | +1,384.3% | -1,227.9% | -45.3% |
| All | +215.7% | +7,183.5% | -6,967.8% | -76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling