+1,646.5%
QLD vs NOC
+187.2%
+1,459.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | +3.0% | -2.7% | +5.7% | +4.1% |
| 30D | -1.8% | -8.9% | +7.0% | +1.7% |
| 3M | -1.8% | -3.7% | +1.9% | -1.2% |
| 6M | +36.9% | -30.8% | +67.7% | +57.8% |
| YTD | +28.7% | -7.9% | +36.6% | +29.6% |
| 1Y | +41.9% | -9.4% | +51.3% | +43.4% |
| 3Y | +184.2% | +29.0% | +155.2% | +127.4% |
| 5Y | +122.1% | +56.1% | +66.1% | +46.2% |
| 10Y | +1,646.5% | +186.3% | +1,460.2% | +688.9% |
| All | +1,646.5% | +187.2% | +1,459.3% | +688.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded NOC 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling