+1,425.9%
GILD vs QLD
+9,021.3%
-7,595.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | -2.2% | +3.0% | -5.2% | -3.0% |
| 30D | +10.1% | -1.8% | +11.9% | +10.6% |
| 3M | +15.2% | -1.8% | +17.0% | +14.6% |
| 6M | +3.1% | +36.9% | -33.8% | -7.7% |
| YTD | +20.9% | +28.7% | -7.7% | +10.0% |
| 1Y | +29.8% | +41.9% | -12.0% | +14.0% |
| 3Y | +113.0% | +184.2% | -71.3% | +42.4% |
| 5Y | +144.9% | +122.1% | +22.7% | +62.7% |
| 10Y | +164.5% | +1,646.5% | -1,481.9% | -31.8% |
| All | +1,425.9% | +9,021.3% | -7,595.4% | +77.8% |
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 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