+261.6%
QLD vs NXT
+213.5%
+48.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.8% |
| 7D | +7.0% | -9.4% | +16.4% | +9.4% |
| 30D | -14.3% | +15.1% | -29.4% | -17.3% |
| 3M | -16.0% | -9.1% | -6.9% | -14.7% |
| 6M | -14.2% | -30.3% | +16.1% | -8.6% |
| YTD | +12.8% | +9.1% | +3.7% | +9.0% |
| 1Y | +14.1% | +7.9% | +6.2% | +10.4% |
| 3Y | +146.0% | +176.5% | -30.5% | +90.4% |
| All | +261.6% | +213.5% | +48.1% | +167.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling