+1,728.6%
QLD vs GPN
+21.6%
+1,706.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | +1.4% |
| 7D | +1.9% | -6.2% | +8.1% | +6.7% |
| 30D | -1.8% | +1.0% | -2.8% | -3.1% |
| 3M | -0.1% | +36.9% | -37.0% | -23.1% |
| 6M | +32.6% | +16.8% | +15.8% | +13.3% |
| YTD | +27.9% | +13.2% | +14.7% | +9.2% |
| 1Y | +40.3% | +1.4% | +38.8% | +28.8% |
| 3Y | +182.5% | -28.6% | +211.1% | +226.0% |
| 5Y | +122.5% | -47.0% | +169.5% | +225.1% |
| 10Y | +1,728.6% | +25.2% | +1,703.4% | +1,283.7% |
| All | +1,728.6% | +21.6% | +1,706.9% | +1,283.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 10y: compounded portfolio wealth divided by compounded GPN 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…
10y analysis · Full analysis span regression · 6 months rolling