+8.4%
QLD vs BBY
+41.4%
-33.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +6.7% | +0.1% | +6.1% |
| 7D | -1.4% | +10.5% | -12.0% | -2.3% |
| 30D | -19.6% | +22.1% | -41.7% | -20.9% |
| 3M | -14.1% | +31.0% | -45.1% | -16.1% |
| 6M | -13.6% | +83.2% | -96.8% | -19.3% |
| YTD | +12.5% | +65.1% | -52.5% | +5.9% |
| All | +8.4% | +41.4% | -33.0% | +6.6% |
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