+41.9%
QLD vs BBY
+22.8%
+19.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.9% | 0.0% |
| 7D | +3.0% | +8.1% | -5.1% | +1.7% |
| 30D | -1.8% | +8.9% | -10.8% | -3.4% |
| 3M | -1.8% | +22.0% | -23.8% | -5.8% |
| 6M | +36.9% | +37.8% | -0.9% | +27.6% |
| YTD | +28.7% | +37.3% | -8.6% | +19.5% |
| 1Y | +41.9% | +21.6% | +20.3% | +38.8% |
| All | +41.9% | +22.8% | +19.1% | +38.8% |
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