+603.5%
QLD vs DOW
-10.0%
+613.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -2.0% |
| 7D | -3.8% | -6.8% | +3.0% | -0.4% |
| 30D | -20.5% | +10.8% | -31.3% | -25.0% |
| 3M | -14.6% | +4.1% | -18.8% | -17.5% |
| 6M | -14.7% | -12.7% | -1.9% | -11.0% |
| YTD | +11.2% | +39.2% | -28.0% | -16.2% |
| 1Y | +7.1% | +49.5% | -42.4% | -23.3% |
| 3Y | +141.1% | -24.4% | +165.5% | +150.9% |
| 5Y | +84.3% | -29.6% | +113.8% | +103.3% |
| All | +603.5% | -10.0% | +613.5% | +427.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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