+121.0%
QLD vs NDAQ
+55.8%
+65.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +2.0% |
| 7D | +0.6% | -2.4% | +3.0% | +2.8% |
| 30D | -0.1% | +2.5% | -2.6% | -2.5% |
| 3M | -8.4% | +9.9% | -18.3% | -17.9% |
| 6M | +32.2% | +9.4% | +22.8% | +17.5% |
| YTD | +28.9% | +0.4% | +28.5% | +23.9% |
| 1Y | +43.8% | +4.0% | +39.8% | +31.8% |
| 3Y | +176.6% | +94.4% | +82.2% | +21.9% |
| All | +121.0% | +55.8% | +65.2% | +18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling