+6,358.7%
QLD vs BND
+76.6%
+6,282.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.8% | +6.8% |
| 7D | -1.4% | +0.4% | -1.8% | -1.4% |
| 30D | -19.6% | +2.0% | -21.6% | -19.6% |
| 3M | -14.1% | -0.4% | -13.8% | -14.1% |
| 6M | -13.6% | -0.9% | -12.7% | -13.7% |
| YTD | +12.5% | -0.3% | +12.9% | +12.5% |
| 1Y | +13.1% | 0.0% | +13.2% | +13.2% |
| 3Y | +154.7% | +15.1% | +139.6% | +159.2% |
| 5Y | +81.1% | -1.5% | +82.6% | +63.4% |
| 10Y | +1,418.0% | +17.6% | +1,400.4% | +1,650.1% |
| All | +6,358.7% | +76.6% | +6,282.1% | +12,098.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling