+289.3%
INTC vs QLD
+46.1%
+243.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.1% |
| 7D | +7.1% | +0.6% | +6.5% | +6.3% |
| 30D | -5.2% | -0.1% | -5.1% | -4.9% |
| 3M | -14.3% | -8.4% | -5.9% | -3.6% |
| 6M | +110.2% | +32.2% | +78.0% | +61.2% |
| YTD | +159.6% | +28.9% | +130.7% | +102.7% |
| 1Y | +289.3% | +43.8% | +245.4% | +192.8% |
| All | +289.3% | +46.1% | +243.2% | +192.8% |
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 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