+161.3%
HON vs QLD
+1,387.1%
-1,225.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | 0.0% |
| 7D | +1.9% | -3.8% | +5.7% | +2.9% |
| 30D | +9.9% | -20.5% | +30.4% | +16.8% |
| 3M | -5.8% | -14.6% | +8.9% | -2.0% |
| 6M | +3.0% | -14.7% | +17.6% | +6.1% |
| YTD | +13.1% | +11.2% | +1.9% | +7.1% |
| 1Y | +13.2% | +7.1% | +6.1% | +8.2% |
| 3Y | +30.8% | +141.1% | -110.3% | -6.4% |
| 5Y | +13.0% | +84.3% | -71.3% | -17.2% |
| 10Y | +161.3% | +1,450.1% | -1,288.8% | -12.7% |
| All | +161.3% | +1,387.1% | -1,225.8% | -12.7% |
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