+808.8%
NOW vs QLD
+1,646.9%
-838.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.2% |
| 7D | -2.4% | +0.6% | -2.9% | -2.6% |
| 30D | +20.5% | -0.1% | +20.6% | +20.6% |
| 3M | +18.3% | -8.4% | +26.7% | +21.1% |
| 6M | +24.1% | +32.2% | -8.1% | +0.5% |
| YTD | -7.8% | +28.9% | -36.7% | -24.5% |
| 1Y | -21.4% | +43.8% | -65.2% | -40.5% |
| 3Y | +19.5% | +176.6% | -157.1% | -42.9% |
| 5Y | +4.1% | +121.6% | -117.5% | -45.7% |
| All | +808.8% | +1,646.9% | -838.1% | +6.3% |
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