+176.1%
QLD vs A
+26.9%
+149.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | 0.0% |
| 7D | +0.6% | -1.9% | +2.5% | +1.6% |
| 30D | -0.1% | +6.9% | -7.0% | -3.7% |
| 3M | -8.4% | +9.2% | -17.6% | -12.9% |
| 6M | +32.2% | +25.7% | +6.5% | +15.0% |
| YTD | +28.9% | +11.5% | +17.4% | +20.3% |
| 1Y | +43.8% | +18.4% | +25.5% | +28.5% |
| All | +176.1% | +26.9% | +149.2% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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