-16.0%
NOW vs QLD
+134.4%
-150.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -12.7% | +6.8% | -0.5% |
| 7D | -6.7% | -18.6% | +11.9% | +1.6% |
| 30D | -25.8% | -28.3% | +2.5% | -14.7% |
| 3M | -12.7% | -20.4% | +7.7% | -4.1% |
| 6M | +11.2% | -14.3% | +25.5% | +15.0% |
| YTD | -33.2% | +2.8% | -35.9% | -37.4% |
| 1Y | -41.8% | -1.2% | -40.6% | -44.5% |
| All | -16.0% | +134.4% | -150.4% | -52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling