+14.1%
QLD vs EXR
+25.3%
-11.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.6% | -2.5% |
| 7D | +7.0% | -0.4% | +7.4% | +7.0% |
| 30D | -14.3% | +18.2% | -32.5% | -14.0% |
| 3M | -16.0% | +7.3% | -23.3% | -15.5% |
| 6M | -14.2% | +13.8% | -28.1% | -15.1% |
| YTD | +12.8% | +25.9% | -13.2% | +10.8% |
| 1Y | +14.1% | +25.8% | -11.7% | +11.9% |
| All | +14.1% | +25.3% | -11.2% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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