+25.0%
HL vs QLD
+13.1%
+11.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +1.9% | +11.3% | +11.6% |
| 7D | +0.2% | -9.4% | +9.6% | +8.8% |
| 30D | -12.1% | -17.1% | +4.9% | +2.6% |
| 3M | -2.8% | -10.4% | +7.6% | +6.2% |
| 6M | -14.9% | +0.7% | -15.7% | -15.6% |
| YTD | -22.0% | +17.7% | -39.8% | -31.8% |
| 1Y | +25.0% | +14.7% | +10.3% | +12.4% |
| All | +25.0% | +13.1% | +11.9% | +12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling