+1,351.8%
QLD vs SPXU
-99.5%
+1,451.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.3% | +2.0% |
| 7D | -10.3% | +7.6% | -17.8% | -3.4% |
| 30D | -26.1% | +17.5% | -43.6% | -13.8% |
| 3M | -17.8% | +14.7% | -32.4% | -5.0% |
| 6M | -15.6% | -0.1% | -15.5% | -8.6% |
| YTD | +5.4% | -19.8% | +25.2% | +0.4% |
| 1Y | +5.2% | -23.7% | +29.0% | -2.2% |
| 3Y | +139.4% | -79.5% | +218.9% | +12.4% |
| 5Y | +66.7% | -81.9% | +148.6% | +17.9% |
| All | +1,351.8% | -99.5% | +1,451.3% | +100.8% |
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