+146.0%
QLD vs OPEN
-42.5%
+188.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.6% | +1.2% | -2.1% |
| 7D | +7.0% | -15.0% | +22.0% | +8.7% |
| 30D | -14.3% | -40.2% | +25.9% | -10.4% |
| 3M | -16.0% | -67.4% | +51.4% | -6.9% |
| 6M | -14.2% | -74.0% | +59.8% | -3.2% |
| YTD | +12.8% | -79.6% | +92.3% | +29.1% |
| 1Y | +14.1% | -86.1% | +100.2% | +34.3% |
| 3Y | +146.0% | -41.4% | +187.3% | +126.4% |
| All | +146.0% | -42.5% | +188.5% | +126.4% |
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