+410.1%
QLD vs OPEN
-70.7%
+480.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | +0.6% | -4.3% | +4.8% | +1.3% |
| 30D | -0.1% | -16.2% | +16.1% | +2.7% |
| 3M | -8.4% | -36.4% | +28.0% | -1.7% |
| 6M | +32.2% | -35.5% | +67.7% | +40.5% |
| YTD | +28.9% | -46.0% | +74.9% | +39.7% |
| 1Y | +43.8% | -47.1% | +91.0% | +45.1% |
| 3Y | +176.6% | -19.0% | +195.6% | +106.0% |
| 5Y | +121.6% | -83.6% | +205.1% | +90.4% |
| All | +410.1% | -70.7% | +480.8% | +290.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling