+1,502.1%
QLD vs PNC
+202.3%
+1,299.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.9% |
| 7D | +7.0% | +3.1% | +3.9% | +4.7% |
| 30D | -14.3% | +7.6% | -22.0% | -18.7% |
| 3M | -16.0% | -8.1% | -7.9% | -10.7% |
| 6M | -14.2% | +12.6% | -26.8% | -22.2% |
| YTD | +12.8% | +15.0% | -2.2% | -0.1% |
| 1Y | +14.1% | +30.4% | -16.3% | -8.3% |
| 3Y | +146.0% | +116.1% | +29.8% | +33.3% |
| 5Y | +82.0% | +37.5% | +44.5% | +39.9% |
| All | +1,502.1% | +202.3% | +1,299.8% | +669.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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