+50.1%
PYPL vs QLD
+1,536.4%
-1,486.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.5% | -1.3% |
| 7D | -1.2% | -1.2% | 0.0% | -1.3% |
| 30D | +6.1% | -15.7% | +21.8% | +14.8% |
| 3M | +1.1% | -10.0% | +11.1% | +5.1% |
| 6M | +32.7% | -11.2% | +44.0% | +35.2% |
| YTD | +2.8% | +16.4% | -13.6% | -11.2% |
| 1Y | -10.8% | +12.7% | -23.4% | -21.7% |
| 3Y | +9.8% | +152.3% | -142.5% | -44.3% |
| 5Y | -70.2% | +91.8% | -162.0% | -83.4% |
| 10Y | +50.1% | +1,520.2% | -1,470.2% | -78.2% |
| All | +50.1% | +1,536.4% | -1,486.3% | -78.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling