+1,631.1%
QLD vs PAAS
+206.7%
+1,424.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.9% |
| 7D | +0.6% | -2.9% | +3.5% | +1.2% |
| 30D | -0.1% | +6.8% | -6.9% | -2.0% |
| 3M | -8.4% | -2.9% | -5.5% | -8.1% |
| 6M | +32.2% | -16.4% | +48.6% | +36.4% |
| YTD | +28.9% | 0.0% | +28.9% | +26.5% |
| 1Y | +43.8% | +54.3% | -10.5% | +27.0% |
| 3Y | +176.6% | +230.7% | -54.1% | +98.7% |
| 5Y | +121.6% | +111.6% | +9.9% | +69.7% |
| All | +1,631.1% | +206.7% | +1,424.4% | +1,163.8% |
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