+1,351.8%
QLD vs PAAS
+192.1%
+1,159.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.5% | +1.1% | +2.2% |
| 7D | -10.3% | +8.4% | -18.7% | -12.0% |
| 30D | -26.1% | -7.2% | -18.9% | -24.8% |
| 3M | -17.8% | -14.0% | -3.7% | -15.3% |
| 6M | -15.6% | -26.8% | +11.2% | -10.0% |
| YTD | +5.4% | -19.8% | +25.2% | +8.7% |
| 1Y | +5.2% | +22.8% | -17.6% | -1.7% |
| 3Y | +139.4% | +183.6% | -44.2% | +78.6% |
| 5Y | +66.7% | +73.8% | -7.1% | +33.7% |
| All | +1,351.8% | +192.1% | +1,159.7% | +970.7% |
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