+146.0%
QLD vs AON
+3.5%
+142.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -3.9% | -2.4% |
| 7D | +7.0% | +1.0% | +6.0% | +7.0% |
| 30D | -14.3% | +23.2% | -37.5% | -14.0% |
| 3M | -16.0% | -5.0% | -11.0% | -15.4% |
| 6M | -14.2% | +9.3% | -23.6% | -15.3% |
| YTD | +12.8% | -3.4% | +16.2% | +14.1% |
| 1Y | +14.1% | -2.9% | +16.9% | +15.2% |
| 3Y | +146.0% | +3.6% | +142.3% | +154.3% |
| All | +146.0% | +3.5% | +142.4% | +154.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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