+164.1%
HON vs QLD
+1,470.2%
-1,306.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.8% | -2.7% | +2.1% |
| 7D | +2.3% | -1.4% | +3.8% | +2.6% |
| 30D | +10.2% | -19.6% | +29.8% | +16.8% |
| 3M | -6.7% | -14.1% | +7.4% | -3.2% |
| 6M | +3.3% | -13.6% | +17.0% | +6.1% |
| YTD | +13.4% | +12.5% | +0.9% | +7.1% |
| 1Y | +14.7% | +13.1% | +1.6% | +7.9% |
| 3Y | +33.4% | +154.7% | -121.3% | -6.1% |
| 5Y | +12.7% | +81.1% | -68.3% | -16.9% |
| 10Y | +164.1% | +1,418.0% | -1,253.9% | -9.4% |
| All | +164.1% | +1,470.2% | -1,306.1% | -9.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling