+1,657.6%
QLD vs BRKR
+155.3%
+1,502.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.9% |
| 7D | -1.2% | -8.7% | +7.4% | +3.7% |
| 30D | -3.0% | -9.9% | +6.9% | +2.3% |
| 3M | -2.8% | -3.1% | +0.3% | -5.9% |
| 6M | +32.0% | +45.5% | -13.5% | -3.0% |
| YTD | +27.3% | +13.7% | +13.6% | +7.2% |
| 1Y | +37.9% | +67.4% | -29.5% | -11.9% |
| 3Y | +174.6% | -13.2% | +187.9% | +136.1% |
| 5Y | +124.8% | -39.5% | +164.3% | +153.2% |
| All | +1,657.6% | +155.3% | +1,502.3% | +706.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling