+7,443.4%
QLD vs BBY
+244.0%
+7,199.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | -10.3% | +4.2% | -14.4% | -12.2% |
| 30D | -26.1% | +17.8% | -43.8% | -32.8% |
| 3M | -17.8% | +25.8% | -43.6% | -28.4% |
| 6M | -15.6% | +73.8% | -89.4% | -39.3% |
| YTD | +5.4% | +54.7% | -49.4% | -20.7% |
| 1Y | +5.2% | +33.4% | -28.2% | -14.4% |
| 3Y | +139.4% | +72.2% | +67.3% | +59.7% |
| 5Y | +66.7% | -2.5% | +69.2% | +50.9% |
| 10Y | +1,422.1% | +275.2% | +1,146.9% | +542.4% |
| All | +7,443.4% | +244.0% | +7,199.4% | +2,453.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling