+7,256.1%
QLD vs BLDR
+311.6%
+6,944.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -5.8% | -7.0% | -11.0% |
| 7D | -18.6% | +3.9% | -22.4% | -19.6% |
| 30D | -28.3% | +16.5% | -44.8% | -32.2% |
| 3M | -20.4% | -13.7% | -6.7% | -18.0% |
| 6M | -14.3% | -12.2% | -2.1% | -13.0% |
| YTD | +2.8% | -36.3% | +39.1% | +13.6% |
| 1Y | -1.2% | -41.3% | +40.1% | +11.5% |
| 3Y | +135.3% | -48.3% | +183.7% | +165.9% |
| 5Y | +62.6% | -2.6% | +65.2% | +53.1% |
| 10Y | +1,384.3% | +616.6% | +767.7% | +667.8% |
| All | +7,256.1% | +311.6% | +6,944.5% | +2,726.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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