+1,520.2%
QLD vs SPXU
-99.5%
+1,619.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.9% | +8.5% | +1.6% |
| 7D | -1.2% | +1.5% | -2.7% | +2.1% |
| 30D | -15.7% | +6.4% | -22.1% | -8.7% |
| 3M | -10.0% | +4.2% | -14.3% | -3.1% |
| 6M | -11.2% | -7.8% | -3.4% | -9.4% |
| YTD | +16.4% | -27.5% | +43.9% | +2.9% |
| 1Y | +12.7% | -27.1% | +39.8% | +1.3% |
| 3Y | +152.3% | -80.8% | +233.1% | +12.6% |
| 5Y | +91.8% | -84.1% | +175.9% | +23.2% |
| 10Y | +1,520.2% | -99.5% | +1,619.7% | +107.9% |
| All | +1,520.2% | -99.5% | +1,619.7% | +107.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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