+139.4%
QLD vs APTV
-49.5%
+188.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.5% | +6.0% | +4.0% |
| 7D | -10.3% | -10.2% | 0.0% | -6.2% |
| 30D | -26.1% | -10.8% | -15.3% | -22.5% |
| 3M | -17.8% | -14.8% | -2.9% | -12.5% |
| 6M | -15.6% | -30.6% | +15.0% | -3.7% |
| YTD | +5.4% | -48.2% | +53.5% | +35.6% |
| 1Y | +5.2% | -52.0% | +57.2% | +40.6% |
| 3Y | +139.4% | -47.0% | +186.5% | +176.1% |
| All | +139.4% | -49.5% | +188.9% | +176.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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