+499.2%
NOW vs QLD
+1,375.1%
-875.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -1.8% |
| 7D | -3.0% | -10.3% | +7.3% | +2.8% |
| 30D | -26.0% | -26.1% | 0.0% | -12.3% |
| 3M | -13.1% | -17.8% | +4.6% | -3.5% |
| 6M | +14.5% | -15.6% | +30.1% | +21.1% |
| YTD | -33.4% | +5.4% | -38.8% | -39.2% |
| 1Y | -40.6% | +5.2% | -45.9% | -46.1% |
| 3Y | -16.3% | +139.4% | -155.8% | -56.8% |
| 5Y | -26.3% | +66.7% | -93.0% | -54.9% |
| All | +499.2% | +1,375.1% | -875.9% | -27.8% |
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 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