+184.2%
QLD vs GNRC
+62.7%
+121.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.8% |
| 7D | +3.0% | +4.8% | -1.9% | +0.9% |
| 30D | -1.8% | -10.4% | +8.5% | +2.4% |
| 3M | -1.8% | -28.5% | +26.7% | +12.3% |
| 6M | +36.9% | -6.8% | +43.7% | +39.5% |
| YTD | +28.7% | +39.5% | -10.8% | +8.6% |
| 1Y | +41.9% | +3.4% | +38.5% | +35.3% |
| 3Y | +184.2% | +65.1% | +119.1% | +105.1% |
| All | +184.2% | +62.7% | +121.5% | +105.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded GNRC 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling