+1,728.6%
QLD vs MKC
+26.7%
+1,701.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.2% |
| 7D | +1.9% | -4.3% | +6.2% | +4.1% |
| 30D | -1.8% | -3.1% | +1.3% | -0.6% |
| 3M | -0.1% | +6.8% | -6.9% | -4.8% |
| 6M | +32.6% | -18.3% | +50.9% | +44.5% |
| YTD | +27.9% | -23.1% | +51.0% | +42.3% |
| 1Y | +40.3% | -23.7% | +63.9% | +55.2% |
| 3Y | +182.5% | -31.0% | +213.5% | +220.8% |
| 5Y | +122.5% | -33.5% | +156.0% | +151.9% |
| 10Y | +1,728.6% | +30.3% | +1,698.3% | +1,332.2% |
| All | +1,728.6% | +26.7% | +1,701.9% | +1,332.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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