+1,542.6%
QLD vs BND
+17.4%
+1,525.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.1% |
| 7D | +12.5% | -1.4% | +13.9% | +14.5% |
| 30D | -15.7% | +0.8% | -16.5% | -16.7% |
| 3M | -11.9% | -1.2% | -10.7% | -10.7% |
| 6M | -10.3% | -1.4% | -8.9% | -8.6% |
| YTD | +15.6% | -1.3% | +16.9% | +17.9% |
| 1Y | +12.1% | -1.2% | +13.4% | +14.3% |
| 3Y | +150.7% | +13.7% | +136.9% | +112.8% |
| 5Y | +86.6% | -1.7% | +88.3% | +81.0% |
| All | +1,542.6% | +17.4% | +1,525.2% | +1,777.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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