+306.6%
QLD vs OPEN
-83.3%
+390.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -9.6% | -3.1% | -11.1% |
| 7D | -18.6% | -5.8% | -12.8% | -17.7% |
| 30D | -28.3% | -21.1% | -7.1% | -25.7% |
| 3M | -20.4% | -52.4% | +32.0% | -10.5% |
| 6M | -14.3% | -65.8% | +51.5% | +1.2% |
| YTD | +2.8% | -69.3% | +72.1% | +21.8% |
| 1Y | -1.2% | -75.2% | +74.0% | +20.1% |
| 3Y | +135.3% | -14.4% | +149.7% | +66.9% |
| 5Y | +62.6% | -92.0% | +154.5% | +57.6% |
| All | +306.6% | -83.3% | +390.0% | +240.3% |
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