+2,111.6%
NOW vs QLD
+5,117.7%
-3,006.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -1.4% |
| 7D | -27.5% | -9.4% | -18.1% | -22.8% |
| 30D | -20.0% | -17.1% | -3.0% | -10.7% |
| 3M | -7.9% | -10.4% | +2.5% | -2.1% |
| 6M | +18.3% | +0.7% | +17.6% | +12.9% |
| YTD | -29.0% | +17.7% | -46.7% | -39.2% |
| 1Y | -38.7% | +14.7% | -53.4% | -47.0% |
| 3Y | -10.3% | +169.6% | -180.0% | -57.4% |
| 5Y | -22.5% | +86.7% | -109.1% | -55.9% |
| 10Y | +553.8% | +1,600.8% | -1,046.9% | -24.4% |
| All | +2,111.6% | +5,117.7% | -3,006.2% | +32.0% |
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 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