+9,127.5%
QLD vs BLDR
+313.4%
+8,814.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.2% | -0.4% |
| 7D | +0.6% | -2.8% | +3.4% | +1.4% |
| 30D | -0.1% | -13.3% | +13.1% | +3.9% |
| 3M | -8.4% | -12.3% | +3.9% | -5.7% |
| 6M | +32.2% | -31.5% | +63.7% | +45.8% |
| YTD | +28.9% | -36.1% | +65.0% | +43.9% |
| 1Y | +43.8% | -54.1% | +97.9% | +76.0% |
| 3Y | +176.6% | -55.8% | +232.4% | +230.2% |
| 5Y | +121.6% | +20.7% | +100.8% | +98.7% |
| 10Y | +1,652.9% | +390.2% | +1,262.7% | +906.9% |
| All | +9,127.5% | +313.4% | +8,814.0% | +3,481.7% |
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