+1,351.8%
QLD vs BUD
-9.0%
+1,360.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +3.3% |
| 7D | -10.3% | +4.5% | -14.7% | -12.8% |
| 30D | -26.1% | +12.5% | -38.6% | -31.5% |
| 3M | -17.8% | 0.0% | -17.7% | -18.7% |
| 6M | -15.6% | +3.8% | -19.4% | -19.1% |
| YTD | +5.4% | +33.1% | -27.7% | -13.7% |
| 1Y | +5.2% | +35.5% | -30.3% | -15.0% |
| 3Y | +139.4% | +49.4% | +90.1% | +74.9% |
| 5Y | +66.7% | +48.0% | +18.7% | +22.2% |
| All | +1,351.8% | -9.0% | +1,360.8% | +1,227.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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