+345.3%
QLD vs OPEN
-86.9%
+432.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.7% | +6.1% | +6.7% |
| 7D | -1.4% | -21.7% | +20.2% | +2.0% |
| 30D | -19.6% | -36.5% | +16.9% | -14.1% |
| 3M | -14.1% | -59.5% | +45.4% | -1.4% |
| 6M | -13.6% | -71.9% | +58.2% | +4.8% |
| YTD | +12.5% | -75.8% | +88.4% | +38.0% |
| 1Y | +13.1% | -78.5% | +91.7% | +40.0% |
| 3Y | +154.7% | -30.2% | +184.9% | +85.6% |
| 5Y | +81.1% | -93.3% | +174.4% | +79.9% |
| All | +345.3% | -86.9% | +432.2% | +285.5% |
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