+1,646.5%
QLD vs AU
+643.7%
+1,002.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +1.0% | 0.0% |
| 7D | +3.0% | -0.3% | +3.2% | +3.0% |
| 30D | -1.8% | +12.8% | -14.6% | -3.6% |
| 3M | -1.8% | +28.5% | -30.3% | -5.4% |
| 6M | +36.9% | +4.8% | +32.1% | +34.9% |
| YTD | +28.7% | +31.0% | -2.3% | +23.0% |
| 1Y | +41.9% | +81.4% | -39.5% | +30.1% |
| 3Y | +184.2% | +618.4% | -434.2% | +117.5% |
| 5Y | +122.1% | +686.3% | -564.2% | +65.8% |
| 10Y | +1,646.5% | +664.5% | +982.0% | +1,380.3% |
| All | +1,646.5% | +643.7% | +1,002.8% | +1,380.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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