+33.3%
NXPI vs QLD
+10.8%
+22.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | +9.4% | +12.5% | -3.1% | +1.5% |
| 30D | +18.1% | -15.7% | +33.8% | +30.6% |
| 3M | +15.0% | -11.9% | +26.9% | +23.2% |
| 6M | -8.4% | -10.3% | +1.8% | -2.8% |
| YTD | +24.8% | +15.6% | +9.2% | +14.9% |
| 1Y | +33.3% | +12.1% | +21.2% | +25.0% |
| All | +33.3% | +10.8% | +22.5% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling