+1,631.1%
QLD vs ASX
+863.2%
+767.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +0.6% | -0.7% | +1.3% | +1.0% |
| 30D | -0.1% | +2.0% | -2.1% | -2.0% |
| 3M | -8.4% | -1.3% | -7.0% | -10.1% |
| 6M | +32.2% | +71.4% | -39.2% | -13.5% |
| YTD | +28.9% | +135.3% | -106.4% | -33.6% |
| 1Y | +43.8% | +267.5% | -223.6% | -47.2% |
| 3Y | +176.6% | +388.5% | -211.9% | -18.9% |
| 5Y | +121.6% | +417.1% | -295.5% | -38.5% |
| All | +1,631.1% | +863.2% | +767.9% | +186.9% |
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