+75.5%
QLD vs BIYA
-99.9%
+175.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.4% | +1.3% | +4.7% |
| 7D | -1.2% | +2.5% | -3.7% | -1.2% |
| 30D | -15.7% | -22.3% | +6.6% | -15.8% |
| 3M | -10.0% | -54.8% | +44.8% | -10.2% |
| 6M | -11.2% | -86.5% | +75.2% | -11.8% |
| YTD | +16.4% | -96.8% | +113.2% | +17.1% |
| 1Y | +12.7% | -98.6% | +111.3% | +15.0% |
| All | +75.5% | -99.9% | +175.3% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 5y: compounded portfolio wealth divided by compounded BIYA 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…
5y analysis · Full analysis span regression · 6 months rolling