+152.2%
QLD vs SPXU
-80.8%
+233.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | +0.3% |
| 7D | +12.5% | -9.4% | +21.9% | +3.9% |
| 30D | -15.7% | +7.4% | -23.1% | -7.2% |
| 3M | -11.9% | +6.2% | -18.1% | -3.0% |
| 6M | -10.3% | -7.2% | -3.0% | -8.0% |
| YTD | +15.6% | -26.8% | +42.4% | +1.9% |
| 1Y | +12.1% | -26.3% | +38.4% | +0.7% |
| All | +152.2% | -80.8% | +233.0% | +4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling