+40.3%
QLD vs EQT
+8.8%
+31.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.6% |
| 7D | +1.9% | -2.0% | +3.9% | +1.9% |
| 30D | -1.8% | +1.0% | -2.8% | -1.8% |
| 3M | -0.1% | +4.0% | -4.1% | 0.0% |
| 6M | +32.6% | -11.7% | +44.2% | +35.1% |
| YTD | +27.9% | +2.8% | +25.1% | +25.9% |
| 1Y | +40.3% | +10.0% | +30.3% | +42.7% |
| All | +40.3% | +8.8% | +31.5% | +42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling