+139.4%
QLD vs OPEN
-35.5%
+174.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -21.8% | +24.3% | +4.7% |
| 7D | -10.3% | -22.2% | +12.0% | -8.3% |
| 30D | -26.1% | -38.3% | +12.3% | -22.8% |
| 3M | -17.8% | -59.4% | +41.6% | -10.7% |
| 6M | -15.6% | -74.4% | +58.8% | -4.7% |
| YTD | +5.4% | -76.0% | +81.4% | +18.9% |
| 1Y | +5.2% | -78.7% | +83.9% | +19.4% |
| 3Y | +139.4% | -30.0% | +169.4% | +107.4% |
| All | +139.4% | -35.5% | +174.9% | +107.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling