+9,127.5%
QLD vs BBY
+208.5%
+8,919.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.2% | -2.8% | -1.4% |
| 7D | +0.6% | +9.5% | -8.9% | -4.4% |
| 30D | -0.1% | +6.8% | -7.0% | -4.3% |
| 3M | -8.4% | +28.9% | -37.2% | -21.0% |
| 6M | +32.2% | +37.8% | -5.6% | +8.0% |
| YTD | +28.9% | +38.7% | -9.8% | +3.8% |
| 1Y | +43.8% | +23.7% | +20.1% | +22.7% |
| 3Y | +176.6% | +39.1% | +137.5% | +109.4% |
| 5Y | +121.6% | -0.4% | +122.0% | +100.0% |
| 10Y | +1,652.9% | +234.0% | +1,418.9% | +694.8% |
| All | +9,127.5% | +208.5% | +8,919.0% | +3,244.7% |
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