+176.1%
QLD vs APTV
-53.8%
+229.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.7% | -0.9% |
| 7D | +0.6% | +4.8% | -4.2% | -1.3% |
| 30D | -0.1% | +2.0% | -2.1% | -1.1% |
| 3M | -8.4% | -34.2% | +25.9% | +8.2% |
| 6M | +32.2% | -34.7% | +66.9% | +54.9% |
| YTD | +28.9% | -37.0% | +65.9% | +52.3% |
| 1Y | +43.8% | -40.4% | +84.2% | +74.3% |
| All | +176.1% | -53.8% | +229.9% | +235.4% |
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