+133.5%
QLD vs NDAQ
+122.0%
+11.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -2.6% | -10.1% | -11.1% |
| 7D | -18.6% | +1.2% | -19.7% | -19.0% |
| 30D | -28.3% | +15.8% | -44.1% | -35.0% |
| 3M | -20.4% | +13.4% | -33.7% | -26.9% |
| 6M | -14.3% | +20.9% | -35.2% | -25.8% |
| YTD | +2.8% | +11.1% | -8.3% | -5.1% |
| 1Y | -1.2% | +26.5% | -27.7% | -20.1% |
| All | +133.5% | +122.0% | +11.5% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 3y: compounded portfolio wealth divided by compounded NDAQ 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…
3y analysis · Full analysis span regression · 6 months rolling