+346.2%
QLD vs OPEN
-88.9%
+435.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.6% | +1.2% | -1.9% |
| 7D | +7.0% | -15.0% | +22.0% | +9.8% |
| 30D | -14.3% | -40.2% | +25.9% | -7.6% |
| 3M | -16.0% | -67.4% | +51.4% | 0.0% |
| 6M | -14.2% | -74.0% | +59.8% | +5.4% |
| YTD | +12.8% | -79.6% | +92.3% | +42.1% |
| 1Y | +14.1% | -86.1% | +100.2% | +52.1% |
| 3Y | +146.0% | -41.4% | +187.3% | +84.3% |
| 5Y | +82.0% | -94.9% | +176.9% | +89.0% |
| All | +346.2% | -88.9% | +435.1% | +296.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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