+1,450.1%
QLD vs SU
+218.9%
+1,231.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.4% |
| 7D | -3.8% | -10.2% | +6.4% | +0.2% |
| 30D | -20.5% | -6.2% | -14.3% | -18.8% |
| 3M | -14.6% | +8.7% | -23.3% | -18.0% |
| 6M | -14.7% | +7.2% | -21.9% | -18.3% |
| YTD | +11.2% | +55.9% | -44.7% | -9.7% |
| 1Y | +7.1% | +60.4% | -53.3% | -14.2% |
| 3Y | +141.1% | +125.2% | +15.9% | +65.7% |
| 5Y | +84.3% | +216.7% | -132.4% | +6.7% |
| 10Y | +1,450.1% | +223.9% | +1,226.2% | +882.0% |
| All | +1,450.1% | +218.9% | +1,231.1% | +882.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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