+14.7%
QLD vs BBY
+33.0%
-18.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.0% | -6.1% | +1.3% |
| 7D | -9.4% | +4.5% | -13.9% | -9.6% |
| 30D | -17.1% | +16.0% | -33.0% | -18.0% |
| 3M | -10.4% | +18.6% | -29.0% | -11.6% |
| 6M | +0.7% | +80.1% | -79.3% | -6.1% |
| YTD | +17.7% | +57.4% | -39.7% | +11.0% |
| 1Y | +14.7% | +34.5% | -19.8% | +14.2% |
| All | +14.7% | +33.0% | -18.3% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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