+69.6%
QLD vs NDAQ
+62.3%
+7.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.3% | +2.3% |
| 7D | -10.3% | +0.8% | -11.1% | -10.8% |
| 30D | -26.1% | +16.5% | -42.6% | -36.1% |
| 3M | -17.8% | +13.5% | -31.2% | -27.4% |
| 6M | -15.6% | +20.9% | -36.5% | -31.6% |
| YTD | +5.4% | +11.4% | -6.0% | -8.5% |
| 1Y | +5.2% | +25.9% | -20.7% | -20.7% |
| 3Y | +139.4% | +119.9% | +19.6% | -7.4% |
| All | +69.6% | +62.3% | +7.3% | -8.1% |
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