+9,127.5%
QLD vs BNY
+674.2%
+8,453.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +43.8% | -14.9% | -1.4% |
| 1Y | +43.8% | +58.9% | -15.0% | +2.4% |
| 3Y | +176.6% | +290.4% | -113.8% | +5.4% |
| 5Y | +121.6% | +250.1% | -128.5% | -7.6% |
| 10Y | +1,652.9% | +410.7% | +1,242.2% | +444.9% |
| All | +9,127.5% | +674.2% | +8,453.3% | +1,775.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling