+12.2%
HON vs QLD
+89.4%
-77.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.7% |
| 7D | +3.6% | +12.5% | -8.9% | +0.6% |
| 30D | +7.8% | -15.7% | +23.5% | +11.8% |
| 3M | -4.8% | -11.9% | +7.1% | -2.4% |
| 6M | -1.7% | -10.3% | +8.6% | -0.4% |
| YTD | +10.7% | +15.6% | -4.9% | +4.8% |
| 1Y | +7.8% | +12.1% | -4.4% | +2.6% |
| 3Y | +28.1% | +150.7% | -122.6% | -4.2% |
| 5Y | +12.2% | +86.6% | -74.4% | -16.1% |
| All | +12.2% | +89.4% | -77.3% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling