+1,351.8%
QLD vs AMC
-98.7%
+1,450.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.9% | +0.6% | +2.5% |
| 7D | -10.3% | +2.6% | -12.9% | -10.3% |
| 30D | -26.1% | +9.0% | -35.1% | -26.3% |
| 3M | -17.8% | +22.2% | -39.9% | -18.6% |
| 6M | -15.6% | +91.5% | -107.0% | -18.8% |
| YTD | +5.4% | +101.3% | -95.9% | +0.9% |
| 1Y | +5.2% | +20.8% | -15.5% | +3.0% |
| 3Y | +139.4% | -71.3% | +210.8% | +142.5% |
| 5Y | +66.7% | -99.2% | +166.0% | +82.6% |
| All | +1,351.8% | -98.7% | +1,450.5% | +1,430.9% |
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