+360.4%
QLD vs OPEN
-87.3%
+447.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.2% | +0.4% | +3.9% |
| 7D | -1.2% | -31.1% | +29.9% | +4.6% |
| 30D | -15.7% | -34.7% | +19.0% | -10.4% |
| 3M | -10.0% | -61.9% | +51.8% | +4.4% |
| 6M | -11.2% | -71.9% | +60.6% | +7.7% |
| YTD | +16.4% | -76.6% | +92.9% | +43.4% |
| 1Y | +12.7% | -83.9% | +96.6% | +46.6% |
| 3Y | +152.3% | -34.4% | +186.7% | +86.0% |
| 5Y | +91.8% | -93.9% | +185.7% | +94.0% |
| All | +360.4% | -87.3% | +447.7% | +300.6% |
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