+9,127.5%
QLD vs AU
+233.5%
+8,893.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.7% | +0.7% |
| 7D | +0.6% | -3.6% | +4.2% | +1.2% |
| 30D | -0.1% | +23.9% | -24.0% | -4.2% |
| 3M | -8.4% | +19.1% | -27.4% | -11.5% |
| 6M | +32.2% | -0.2% | +32.4% | +31.0% |
| YTD | +28.9% | +32.5% | -3.6% | +20.8% |
| 1Y | +43.8% | +96.9% | -53.1% | +25.2% |
| 3Y | +176.6% | +614.7% | -438.1% | +85.4% |
| 5Y | +121.6% | +647.7% | -526.1% | +43.3% |
| 10Y | +1,652.9% | +679.2% | +973.7% | +918.5% |
| All | +9,127.5% | +233.5% | +8,893.9% | +4,780.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling