+62.6%
QLD vs NDAQ
+60.9%
+1.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -2.6% | -10.1% | -10.4% |
| 7D | -18.6% | +1.2% | -19.7% | -19.3% |
| 30D | -28.3% | +15.8% | -44.1% | -37.7% |
| 3M | -20.4% | +13.4% | -33.7% | -29.7% |
| 6M | -14.3% | +20.9% | -35.2% | -30.5% |
| YTD | +2.8% | +11.1% | -8.3% | -10.6% |
| 1Y | -1.2% | +26.5% | -27.7% | -26.0% |
| 3Y | +135.3% | +121.5% | +13.8% | -9.9% |
| 5Y | +62.6% | +61.3% | +1.3% | -10.9% |
| All | +62.6% | +60.9% | +1.7% | -10.9% |
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