+8,856.8%
QLD vs BRKR
+1,110.2%
+7,746.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.4% |
| 7D | -2.6% | -9.8% | +7.2% | +2.0% |
| 30D | -3.3% | -6.1% | +2.8% | -0.8% |
| 3M | +1.8% | -2.4% | +4.2% | -0.7% |
| 6M | +29.7% | +46.7% | -17.0% | +2.3% |
| YTD | +25.1% | +14.0% | +11.2% | +10.1% |
| 1Y | +37.1% | +76.5% | -39.4% | -4.2% |
| 3Y | +176.3% | -11.7% | +188.0% | +149.7% |
| 5Y | +121.0% | -39.3% | +160.3% | +142.2% |
| 10Y | +1,688.7% | +154.1% | +1,534.6% | +958.6% |
| All | +8,856.8% | +1,110.2% | +7,746.6% | +2,868.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling