+7,256.1%
QLD vs ASX
+2,522.6%
+4,733.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -20.8% | +8.0% | -0.5% |
| 7D | -18.6% | -33.3% | +14.7% | +2.6% |
| 30D | -28.3% | -36.5% | +8.2% | -7.7% |
| 3M | -20.4% | -19.2% | -1.2% | -12.1% |
| 6M | -14.3% | -10.2% | -4.1% | -13.5% |
| YTD | +2.8% | +86.5% | -83.7% | -34.1% |
| 1Y | -1.2% | +89.6% | -90.9% | -37.3% |
| 3Y | +135.3% | +298.6% | -163.3% | -6.2% |
| 5Y | +62.6% | +414.3% | -351.7% | -42.8% |
| 10Y | +1,384.3% | +711.1% | +673.2% | +280.3% |
| All | +7,256.1% | +2,522.6% | +4,733.5% | +626.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling