+1,450.1%
QLD vs ASX
+878.5%
+571.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.3% | -4.5% | -3.4% |
| 7D | -3.8% | -9.1% | +5.4% | +1.4% |
| 30D | -20.5% | -23.6% | +3.0% | -7.0% |
| 3M | -14.6% | -5.6% | -9.0% | -14.4% |
| 6M | -14.7% | +4.7% | -19.4% | -23.3% |
| YTD | +11.2% | +122.6% | -111.4% | -42.3% |
| 1Y | +7.1% | +133.0% | -125.9% | -46.3% |
| 3Y | +141.1% | +367.1% | -226.0% | -29.4% |
| 5Y | +84.3% | +504.7% | -420.5% | -54.4% |
| 10Y | +1,450.1% | +887.2% | +562.8% | +149.7% |
| All | +1,450.1% | +878.5% | +571.5% | +149.7% |
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