+1,646.5%
QLD vs SPXU
-99.5%
+1,746.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | +1.2% |
| 7D | +3.0% | -1.5% | +4.4% | +1.9% |
| 30D | -1.8% | +3.7% | -5.5% | +1.4% |
| 3M | -1.8% | -9.6% | +7.8% | -6.1% |
| 6M | +36.9% | -32.4% | +69.3% | +8.7% |
| YTD | +28.7% | -28.7% | +57.4% | +8.2% |
| 1Y | +41.9% | -38.2% | +80.1% | +9.9% |
| 3Y | +184.2% | -80.4% | +264.6% | +26.8% |
| 5Y | +122.1% | -86.0% | +208.1% | +27.0% |
| 10Y | +1,646.5% | -99.5% | +1,746.0% | +133.3% |
| All | +1,646.5% | -99.5% | +1,746.0% | +133.3% |
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