+43.2%
NXPI vs QLD
+140.3%
-97.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -1.0% | -0.2% |
| 7D | -4.4% | -10.3% | +5.9% | +2.6% |
| 30D | +5.6% | -26.1% | +31.6% | +28.7% |
| 3M | +7.6% | -17.8% | +25.4% | +21.5% |
| 6M | -17.6% | -15.6% | -2.0% | -8.9% |
| YTD | +15.9% | +5.4% | +10.5% | +9.2% |
| 1Y | +22.4% | +5.2% | +17.2% | +15.0% |
| 3Y | +43.2% | +139.4% | -96.2% | -30.7% |
| All | +43.2% | +140.3% | -97.1% | -30.7% |
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