+5.2%
QLD vs Q
+17.3%
-12.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.3% | -3.8% | -0.8% |
| 7D | -10.3% | +0.3% | -10.6% | -10.1% |
| 30D | -26.1% | -9.8% | -16.3% | -22.0% |
| 3M | -17.8% | -12.2% | -5.5% | -12.6% |
| 6M | -15.6% | -21.6% | +6.1% | -5.9% |
| YTD | +5.4% | +43.6% | -38.2% | -9.6% |
| 1Y | +5.2% | +25.7% | -20.5% | -5.2% |
| All | +5.2% | +17.3% | -12.1% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling