+12.7%
QLD vs GNRC
+24.2%
-11.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.7% | -2.1% | +2.1% |
| 7D | -1.2% | +2.5% | -3.7% | -1.9% |
| 30D | -15.7% | -11.2% | -4.5% | -12.4% |
| 3M | -10.0% | -10.1% | +0.1% | -7.4% |
| 6M | -11.2% | -28.5% | +17.3% | -1.1% |
| YTD | +16.4% | +42.3% | -25.9% | +7.0% |
| 1Y | +12.7% | +22.8% | -10.2% | +9.3% |
| All | +12.7% | +24.2% | -11.5% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling