+9,127.5%
QLD vs BNY
+674.9%
+8,452.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.1% |
| 7D | +0.6% | +1.4% | -0.9% | -0.4% |
| 30D | -0.1% | +3.8% | -4.0% | -2.9% |
| 3M | -8.4% | +14.9% | -23.3% | -17.3% |
| 6M | +32.2% | +40.3% | -8.1% | +3.3% |
| YTD | +28.9% | +43.9% | -15.0% | -1.4% |
| 1Y | +43.8% | +59.0% | -15.2% | +2.4% |
| 3Y | +176.6% | +290.7% | -114.1% | +5.4% |
| 5Y | +121.6% | +250.4% | -128.8% | -7.6% |
| 10Y | +1,652.9% | +411.2% | +1,241.8% | +444.5% |
| All | +9,127.5% | +674.9% | +8,452.6% | +1,774.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded BNY 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling