+5.2%
QLD vs ACWI
+10.2%
-5.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.6% | +2.6% |
| 7D | -10.3% | -2.4% | -7.9% | -3.9% |
| 30D | -26.1% | -5.2% | -20.9% | -14.2% |
| 3M | -17.8% | -4.8% | -12.9% | -5.2% |
| 6M | -15.6% | -1.3% | -14.2% | -9.0% |
| YTD | +5.4% | +8.4% | -3.0% | -7.2% |
| 1Y | +5.2% | +11.0% | -5.8% | -12.7% |
| All | +5.2% | +10.2% | -5.0% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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