+238.0%
QLD vs GRAB
-74.4%
+312.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.5% | +5.9% | +1.1% |
| 7D | +1.9% | -13.9% | +15.8% | +5.8% |
| 30D | -1.8% | -17.2% | +15.4% | +3.0% |
| 3M | -0.1% | -7.9% | +7.8% | +1.8% |
| 6M | +32.6% | -23.2% | +55.8% | +41.5% |
| YTD | +27.9% | -39.1% | +67.0% | +44.5% |
| 1Y | +40.3% | -42.5% | +82.8% | +60.7% |
| 3Y | +182.5% | -18.3% | +200.8% | +191.2% |
| 5Y | +122.5% | -71.7% | +194.2% | +135.6% |
| All | +238.0% | -74.4% | +312.5% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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