+154.7%
QLD vs OPEN
-35.0%
+189.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.7% | +6.1% | +6.7% |
| 7D | -1.4% | -21.7% | +20.2% | +0.7% |
| 30D | -19.6% | -36.5% | +16.9% | -16.3% |
| 3M | -14.1% | -59.5% | +45.4% | -6.8% |
| 6M | -13.6% | -71.9% | +58.2% | -3.3% |
| YTD | +12.5% | -75.8% | +88.4% | +26.8% |
| 1Y | +13.1% | -78.5% | +91.7% | +28.2% |
| 3Y | +154.7% | -30.2% | +184.9% | +122.5% |
| All | +154.7% | -35.0% | +189.7% | +122.5% |
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 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