+14.7%
QLD vs EXEL
+92.4%
-77.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.8% |
| 7D | -9.4% | +9.8% | -19.1% | -10.9% |
| 30D | -17.1% | +23.6% | -40.7% | -20.4% |
| 3M | -10.4% | +29.9% | -40.3% | -15.2% |
| 6M | +0.7% | +64.7% | -64.0% | -11.5% |
| YTD | +17.7% | +66.0% | -48.2% | +1.9% |
| 1Y | +14.7% | +92.0% | -77.3% | -5.4% |
| All | +14.7% | +92.4% | -77.7% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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