+176.1%
QLD vs DOW
-36.6%
+212.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.0% | +3.4% | +1.2% |
| 7D | +0.6% | -2.4% | +3.0% | +1.2% |
| 30D | -0.1% | +0.4% | -0.5% | -0.6% |
| 3M | -8.4% | -14.4% | +6.0% | -4.5% |
| 6M | +32.2% | -7.0% | +39.2% | +29.3% |
| YTD | +28.9% | +30.2% | -1.3% | +6.9% |
| 1Y | +43.8% | +29.2% | +14.6% | +18.3% |
| All | +176.1% | -36.6% | +212.7% | +204.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling