+1,646.5%
QLD vs BR
+183.7%
+1,462.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | +2.2% |
| 7D | +3.0% | -5.9% | +8.9% | +9.0% |
| 30D | -1.8% | +1.9% | -3.7% | -4.4% |
| 3M | -1.8% | +14.7% | -16.5% | -17.0% |
| 6M | +36.9% | -12.8% | +49.7% | +50.5% |
| YTD | +28.7% | -23.0% | +51.7% | +58.8% |
| 1Y | +41.9% | -31.7% | +73.6% | +98.1% |
| 3Y | +184.2% | -4.8% | +189.0% | +166.5% |
| 5Y | +122.1% | +7.8% | +114.3% | +82.4% |
| 10Y | +1,646.5% | +184.1% | +1,462.4% | +508.4% |
| All | +1,646.5% | +183.7% | +1,462.7% | +508.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling