+9,127.5%
QLD vs NDAQ
+1,266.0%
+7,861.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +1.8% |
| 7D | +0.6% | -2.4% | +3.0% | +2.5% |
| 30D | -0.1% | +2.5% | -2.6% | -2.1% |
| 3M | -8.4% | +9.9% | -18.3% | -16.4% |
| 6M | +32.2% | +9.4% | +22.8% | +20.1% |
| YTD | +28.9% | +0.4% | +28.5% | +24.2% |
| 1Y | +43.8% | +4.0% | +39.8% | +34.1% |
| 3Y | +176.6% | +94.4% | +82.2% | +58.4% |
| 5Y | +121.6% | +56.7% | +64.8% | +55.7% |
| 10Y | +1,652.9% | +375.3% | +1,277.6% | +486.6% |
| All | +9,127.5% | +1,266.0% | +7,861.4% | +1,336.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling