+1,450.1%
QLD vs EVRG
+123.0%
+1,327.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.5% |
| 7D | -3.8% | +3.5% | -7.3% | -5.8% |
| 30D | -20.5% | +9.2% | -29.8% | -24.9% |
| 3M | -14.6% | +8.6% | -23.3% | -19.2% |
| 6M | -14.7% | +10.0% | -24.6% | -20.5% |
| YTD | +11.2% | +25.1% | -13.9% | -5.3% |
| 1Y | +7.1% | +19.5% | -12.4% | -6.1% |
| 3Y | +141.1% | +102.3% | +38.8% | +44.5% |
| 5Y | +84.3% | +66.8% | +17.5% | +26.5% |
| 10Y | +1,450.1% | +125.0% | +1,325.0% | +811.1% |
| All | +1,450.1% | +123.0% | +1,327.0% | +811.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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