+34.1%
NXPI vs QLD
+10.7%
+23.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.6% | +0.7% |
| 7D | +6.8% | +7.0% | -0.2% | +2.2% |
| 30D | +20.0% | -14.3% | +34.4% | +31.2% |
| 3M | +14.8% | -16.0% | +30.8% | +26.9% |
| 6M | -10.5% | -14.2% | +3.8% | -2.3% |
| YTD | +23.7% | +12.8% | +11.0% | +15.6% |
| 1Y | +34.1% | +14.1% | +20.0% | +24.6% |
| All | +34.1% | +10.7% | +23.4% | +24.6% |
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