+7,256.1%
QLD vs GEN
+447.2%
+6,809.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -0.9% | -11.8% | -12.1% |
| 7D | -18.6% | +8.5% | -27.1% | -22.8% |
| 30D | -28.3% | +34.2% | -62.5% | -41.7% |
| 3M | -20.4% | +10.0% | -30.3% | -28.1% |
| 6M | -14.3% | +56.8% | -71.1% | -40.2% |
| YTD | +2.8% | +14.2% | -11.5% | -12.7% |
| 1Y | -1.2% | +20.8% | -22.0% | -19.4% |
| 3Y | +135.3% | +84.1% | +51.3% | +40.7% |
| 5Y | +62.6% | +37.1% | +25.5% | +16.0% |
| 10Y | +1,384.3% | +171.5% | +1,212.8% | +455.4% |
| All | +7,256.1% | +447.2% | +6,809.0% | +1,326.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling