+1,240.9%
INTU vs QLD
+9,036.4%
-7,795.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.5% |
| 7D | -7.1% | +0.6% | -7.6% | -7.3% |
| 30D | +1.5% | -0.1% | +1.6% | +1.3% |
| 3M | +10.7% | -8.4% | +19.0% | +12.2% |
| 6M | -23.8% | +32.2% | -56.0% | -36.4% |
| YTD | -49.3% | +28.9% | -78.2% | -57.2% |
| 1Y | -49.7% | +43.8% | -93.5% | -60.0% |
| 3Y | -38.0% | +176.6% | -214.6% | -66.4% |
| 5Y | -38.7% | +121.6% | -160.3% | -64.4% |
| 10Y | +221.3% | +1,652.9% | -1,431.6% | -33.3% |
| All | +1,240.9% | +9,036.4% | -7,795.5% | +6.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling