+8,229.2%
QLD vs EQT
+278.0%
+7,951.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.1% |
| 7D | -1.2% | +0.3% | -1.5% | -1.2% |
| 30D | -15.7% | -0.7% | -15.0% | -15.6% |
| 3M | -10.0% | -2.8% | -7.2% | -9.4% |
| 6M | -11.2% | -6.1% | -5.1% | -10.1% |
| YTD | +16.4% | -0.5% | +16.9% | +13.9% |
| 1Y | +12.7% | -12.1% | +24.8% | +15.8% |
| 3Y | +152.3% | +40.4% | +111.9% | +107.3% |
| 5Y | +91.8% | +167.8% | -76.0% | +11.4% |
| 10Y | +1,520.2% | +61.8% | +1,458.4% | +802.9% |
| All | +8,229.2% | +278.0% | +7,951.2% | +1,726.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling