+62.6%
QLD vs GEN
+32.4%
+30.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -0.9% | -11.8% | -12.3% |
| 7D | -18.6% | +8.5% | -27.1% | -21.7% |
| 30D | -28.3% | +34.2% | -62.5% | -38.5% |
| 3M | -20.4% | +10.0% | -30.3% | -25.7% |
| 6M | -14.3% | +56.8% | -71.1% | -36.2% |
| YTD | +2.8% | +14.2% | -11.5% | -8.0% |
| 1Y | -1.2% | +20.8% | -22.0% | -14.9% |
| 3Y | +135.3% | +84.1% | +51.3% | +52.5% |
| 5Y | +62.6% | +37.1% | +25.5% | +19.6% |
| All | +62.6% | +32.4% | +30.2% | +19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling