+1,502.1%
QLD vs AMC
-98.8%
+1,600.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -2.3% |
| 7D | +7.0% | +3.5% | +3.5% | +6.8% |
| 30D | -14.3% | +12.5% | -26.8% | -14.7% |
| 3M | -16.0% | +23.6% | -39.6% | -16.9% |
| 6M | -14.2% | +144.4% | -158.6% | -18.4% |
| YTD | +12.8% | +108.3% | -95.6% | +7.8% |
| 1Y | +14.1% | +38.9% | -24.8% | +10.9% |
| 3Y | +146.0% | -58.9% | +204.8% | +145.6% |
| 5Y | +82.0% | -99.2% | +181.2% | +98.9% |
| All | +1,502.1% | -98.8% | +1,600.9% | +1,627.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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