+1,315.8%
QLD vs PAAS
+187.9%
+1,127.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -2.2% | -10.5% | -12.2% |
| 7D | -18.6% | -0.4% | -18.1% | -18.5% |
| 30D | -28.3% | -11.6% | -16.7% | -26.2% |
| 3M | -20.4% | -15.6% | -4.8% | -17.6% |
| 6M | -14.3% | -19.1% | +4.9% | -10.7% |
| YTD | +2.8% | -20.9% | +23.7% | +6.4% |
| 1Y | -1.2% | +21.3% | -22.5% | -7.5% |
| 3Y | +135.3% | +177.4% | -42.1% | +76.4% |
| 5Y | +62.6% | +71.3% | -8.8% | +30.8% |
| All | +1,315.8% | +187.9% | +1,127.8% | +947.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling