+1,627.6%
QLD vs IBKR
+987.9%
+639.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.5% |
| 7D | -2.6% | -3.8% | +1.2% | +0.1% |
| 30D | -3.3% | -0.3% | -2.9% | -3.6% |
| 3M | +1.8% | +4.8% | -3.0% | -2.5% |
| 6M | +29.7% | +30.8% | -1.1% | +5.9% |
| YTD | +25.1% | +39.5% | -14.3% | -3.4% |
| 1Y | +37.1% | +43.7% | -6.5% | +3.0% |
| 3Y | +176.3% | +284.7% | -108.3% | -3.0% |
| 5Y | +121.0% | +484.9% | -363.9% | -44.9% |
| All | +1,627.6% | +987.9% | +639.7% | +238.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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