+237.9%
INTU vs QLD
+1,387.1%
-1,149.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.2% |
| 7D | -1.2% | -3.8% | +2.5% | -0.2% |
| 30D | +12.4% | -20.5% | +33.0% | +23.8% |
| 3M | +2.3% | -14.6% | +16.9% | +8.0% |
| 6M | -13.3% | -14.7% | +1.3% | -11.5% |
| YTD | -47.9% | +11.2% | -59.1% | -54.5% |
| 1Y | -47.2% | +7.1% | -54.2% | -53.1% |
| 3Y | -33.9% | +141.1% | -175.0% | -65.3% |
| 5Y | -41.3% | +84.3% | -125.6% | -66.3% |
| 10Y | +237.9% | +1,450.1% | -1,212.2% | -37.4% |
| All | +237.9% | +1,387.1% | -1,149.3% | -37.4% |
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