+62.6%
QLD vs ASX
+414.3%
-351.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -20.8% | +8.0% | +2.0% |
| 7D | -18.6% | -33.3% | +14.7% | +7.2% |
| 30D | -28.3% | -36.5% | +8.2% | -3.2% |
| 3M | -20.4% | -19.2% | -1.2% | -11.2% |
| 6M | -14.3% | -10.2% | -4.1% | -15.9% |
| YTD | +2.8% | +86.5% | -83.7% | -45.7% |
| 1Y | -1.2% | +89.6% | -90.9% | -48.6% |
| 3Y | +135.3% | +298.6% | -163.3% | -41.5% |
| 5Y | +62.6% | +414.3% | -351.7% | -68.6% |
| All | +62.6% | +414.3% | -351.7% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling