+139.4%
QLD vs SPXU
-79.5%
+218.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.3% | +1.9% |
| 7D | -10.3% | +7.6% | -17.8% | -2.7% |
| 30D | -26.1% | +17.5% | -43.6% | -12.5% |
| 3M | -17.8% | +14.7% | -32.4% | -3.7% |
| 6M | -15.6% | -0.1% | -15.5% | -8.1% |
| YTD | +5.4% | -19.8% | +25.2% | -0.1% |
| 1Y | +5.2% | -23.7% | +29.0% | -3.0% |
| 3Y | +139.4% | -79.5% | +218.9% | +4.0% |
| All | +139.4% | -79.5% | +218.9% | +4.0% |
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