+14.1%
QLD vs ASX
+137.8%
-123.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.4% | -1.4% |
| 7D | +7.0% | +12.4% | -5.4% | +0.7% |
| 30D | -14.3% | -19.8% | +5.5% | -5.5% |
| 3M | -16.0% | -10.3% | -5.7% | -13.1% |
| 6M | -14.2% | +1.2% | -15.5% | -18.1% |
| YTD | +12.8% | +123.0% | -110.3% | -30.0% |
| 1Y | +14.1% | +145.4% | -131.4% | -34.3% |
| All | +14.1% | +137.8% | -123.7% | -34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling