+1,351.8%
QLD vs GEN
+157.3%
+1,194.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.6% | +5.2% | +3.8% |
| 7D | -10.3% | +2.3% | -12.5% | -11.3% |
| 30D | -26.1% | +33.1% | -59.1% | -36.6% |
| 3M | -17.8% | +6.5% | -24.2% | -22.4% |
| 6M | -15.6% | +53.8% | -69.4% | -35.5% |
| YTD | +5.4% | +11.2% | -5.8% | -5.1% |
| 1Y | +5.2% | +19.4% | -14.2% | -9.1% |
| 3Y | +139.4% | +81.0% | +58.4% | +63.8% |
| 5Y | +66.7% | +33.4% | +33.3% | +32.6% |
| All | +1,351.8% | +157.3% | +1,194.5% | +652.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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