+7,443.4%
QLD vs BLDR
+293.0%
+7,150.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.5% | +7.1% | +3.9% |
| 7D | -10.3% | -3.7% | -6.6% | -9.4% |
| 30D | -26.1% | +16.8% | -42.8% | -30.2% |
| 3M | -17.8% | -13.7% | -4.0% | -15.3% |
| 6M | -15.6% | -21.9% | +6.3% | -11.3% |
| YTD | +5.4% | -39.2% | +44.6% | +18.0% |
| 1Y | +5.2% | -42.6% | +47.9% | +19.5% |
| 3Y | +139.4% | -50.2% | +189.7% | +173.4% |
| 5Y | +66.7% | -7.0% | +73.7% | +59.0% |
| 10Y | +1,422.1% | +584.2% | +837.8% | +697.6% |
| All | +7,443.4% | +293.0% | +7,150.4% | +2,836.1% |
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