+317.0%
QLD vs OPEN
-87.0%
+404.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -21.8% | +24.3% | +6.2% |
| 7D | -10.3% | -22.2% | +12.0% | -7.0% |
| 30D | -26.1% | -38.3% | +12.3% | -20.6% |
| 3M | -17.8% | -59.4% | +41.6% | -5.6% |
| 6M | -15.6% | -74.4% | +58.8% | +3.9% |
| YTD | +5.4% | -76.0% | +81.4% | +29.3% |
| 1Y | +5.2% | -78.7% | +83.9% | +30.4% |
| 3Y | +139.4% | -30.0% | +169.4% | +74.1% |
| 5Y | +66.7% | -93.7% | +160.4% | +67.4% |
| All | +317.0% | -87.0% | +404.0% | +261.3% |
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