+1,728.6%
QLD vs IJR
+165.8%
+1,562.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | +0.9% |
| 7D | +1.9% | -1.1% | +3.0% | +3.5% |
| 30D | -1.8% | -3.6% | +1.8% | +3.4% |
| 3M | -0.1% | +2.3% | -2.4% | -2.5% |
| 6M | +32.6% | +14.3% | +18.2% | +11.7% |
| YTD | +27.9% | +19.3% | +8.6% | +1.6% |
| 1Y | +40.3% | +22.6% | +17.7% | +7.3% |
| 3Y | +182.5% | +53.5% | +128.9% | +60.2% |
| 5Y | +122.5% | +39.9% | +82.6% | +55.1% |
| 10Y | +1,728.6% | +172.1% | +1,556.5% | +528.6% |
| All | +1,728.6% | +165.8% | +1,562.8% | +528.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded IJR 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling