+1,351.8%
QLD vs ASX
+754.3%
+597.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.4% | -3.9% | -1.7% |
| 7D | -10.3% | -19.9% | +9.7% | +2.9% |
| 30D | -26.1% | -30.9% | +4.8% | -7.4% |
| 3M | -17.8% | -15.1% | -2.7% | -11.5% |
| 6M | -15.6% | -6.5% | -9.1% | -18.1% |
| YTD | +5.4% | +98.4% | -93.1% | -41.0% |
| 1Y | +5.2% | +107.9% | -102.6% | -43.0% |
| 3Y | +139.4% | +325.3% | -185.8% | -25.3% |
| 5Y | +66.7% | +447.3% | -380.6% | -55.9% |
| All | +1,351.8% | +754.3% | +597.6% | +156.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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