+1,542.6%
QLD vs EQT
+60.7%
+1,481.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | +12.5% | +3.4% | +9.1% | +11.6% |
| 30D | -15.7% | -3.5% | -12.2% | -15.1% |
| 3M | -11.9% | -2.8% | -9.1% | -11.5% |
| 6M | -10.3% | -5.5% | -4.7% | -9.7% |
| YTD | +15.6% | -1.1% | +16.7% | +14.5% |
| 1Y | +12.1% | -12.9% | +25.0% | +14.4% |
| 3Y | +150.7% | +39.5% | +111.2% | +126.4% |
| 5Y | +86.6% | +164.1% | -77.5% | +45.0% |
| All | +1,542.6% | +60.7% | +1,481.9% | +1,147.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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