+1,502.1%
QLD vs BIL
+26.1%
+1,476.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.4% |
| 7D | +7.0% | +0.1% | +6.9% | +7.2% |
| 30D | -14.3% | +0.3% | -14.7% | -13.8% |
| 3M | -16.0% | +1.0% | -17.0% | -14.5% |
| 6M | -14.2% | +1.9% | -16.1% | -11.3% |
| YTD | +12.8% | +3.2% | +9.6% | +17.8% |
| 1Y | +14.1% | +3.7% | +10.4% | +19.7% |
| 3Y | +146.0% | +13.8% | +132.1% | +136.4% |
| 5Y | +82.0% | +20.3% | +61.7% | +61.4% |
| All | +1,502.1% | +26.1% | +1,476.0% | +1,198.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling