+7,692.8%
QLD vs ACWI
+347.2%
+7,345.6%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | -1.4% |
| 7D | -9.4% | -0.5% | -8.9% | -8.4% |
| 30D | -17.1% | -1.6% | -15.4% | -13.9% |
| 3M | -10.4% | -1.3% | -9.1% | -7.3% |
| 6M | +0.7% | +5.8% | -5.1% | -7.4% |
| YTD | +17.7% | +12.7% | +5.0% | -3.4% |
| 1Y | +14.7% | +15.0% | -0.3% | -9.1% |
| 3Y | +169.6% | +77.5% | +92.1% | +1.4% |
| 5Y | +86.7% | +61.9% | +24.8% | -3.1% |
| 10Y | +1,600.8% | +236.1% | +1,364.6% | +207.8% |
| All | +7,692.8% | +347.2% | +7,345.6% | +1,129.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling