+7,297.5%
QLD vs BND
+76.8%
+7,220.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | -0.1% | -0.4% | +0.2% | -0.1% |
| 3M | -8.4% | -0.6% | -7.7% | -8.4% |
| 6M | +32.2% | -1.4% | +33.7% | +32.0% |
| YTD | +28.9% | -0.2% | +29.1% | +28.9% |
| 1Y | +43.8% | +1.3% | +42.6% | +44.0% |
| 3Y | +176.6% | +13.2% | +163.4% | +180.2% |
| 5Y | +121.6% | -1.6% | +123.1% | +99.6% |
| 10Y | +1,652.9% | +15.5% | +1,637.4% | +1,849.4% |
| All | +7,297.5% | +76.8% | +7,220.7% | +13,869.9% |
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