+7,859.7%
QLD vs BBY
+259.5%
+7,600.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.1% |
| 7D | -3.8% | +10.9% | -14.7% | -8.9% |
| 30D | -20.5% | +19.6% | -40.2% | -28.2% |
| 3M | -14.6% | +27.6% | -42.2% | -26.2% |
| 6M | -14.7% | +79.4% | -94.1% | -39.7% |
| YTD | +11.2% | +61.7% | -50.5% | -18.2% |
| 1Y | +7.1% | +40.3% | -33.2% | -15.1% |
| 3Y | +141.1% | +87.9% | +53.2% | +53.5% |
| 5Y | +84.3% | +0.2% | +84.1% | +64.6% |
| 10Y | +1,450.1% | +274.5% | +1,175.6% | +555.8% |
| All | +7,859.7% | +259.5% | +7,600.2% | +2,534.3% |
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