+9,127.5%
QLD vs GEN
+448.1%
+8,679.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +1.7% |
| 7D | +0.6% | -1.2% | +1.8% | +1.3% |
| 30D | -0.1% | +10.1% | -10.3% | -6.5% |
| 3M | -8.4% | +16.1% | -24.4% | -18.2% |
| 6M | +32.2% | +38.9% | -6.6% | +3.0% |
| YTD | +28.9% | +14.4% | +14.5% | +13.5% |
| 1Y | +43.8% | +5.9% | +38.0% | +32.8% |
| 3Y | +176.6% | +58.8% | +117.8% | +89.4% |
| 5Y | +121.6% | +24.7% | +96.9% | +74.8% |
| 10Y | +1,652.9% | +163.1% | +1,489.8% | +594.9% |
| All | +9,127.5% | +448.1% | +8,679.4% | +1,755.1% |
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