+1,728.6%
QLD vs SU
+259.2%
+1,469.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.2% |
| 7D | +1.9% | +1.6% | +0.3% | +1.3% |
| 30D | -1.8% | +10.7% | -12.5% | -5.7% |
| 3M | -0.1% | +13.5% | -13.6% | -5.8% |
| 6M | +32.6% | +21.8% | +10.7% | +20.2% |
| YTD | +27.9% | +58.8% | -30.9% | +3.8% |
| 1Y | +40.3% | +72.0% | -31.8% | +9.8% |
| 3Y | +182.5% | +121.7% | +60.8% | +95.9% |
| 5Y | +122.5% | +350.4% | -227.9% | +11.5% |
| 10Y | +1,728.6% | +264.7% | +1,463.9% | +993.6% |
| All | +1,728.6% | +259.2% | +1,469.4% | +993.6% |
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