+1,628.2%
QLD vs BND
+15.0%
+1,613.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.6% | -0.1% | +0.7% | +0.8% |
| 30D | -0.1% | -0.4% | +0.2% | +0.3% |
| 3M | -8.4% | -0.6% | -7.7% | -7.5% |
| 6M | +32.2% | -1.4% | +33.7% | +35.1% |
| YTD | +28.9% | -0.2% | +29.1% | +29.8% |
| 1Y | +43.8% | +1.3% | +42.6% | +42.2% |
| 3Y | +176.6% | +13.2% | +163.4% | +136.5% |
| 5Y | +121.6% | -1.6% | +123.1% | +114.6% |
| All | +1,628.2% | +15.0% | +1,613.3% | +1,886.2% |
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