+9,127.5%
QLD vs SU
+230.9%
+8,896.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.7% |
| 7D | +0.6% | +3.6% | -3.0% | -1.3% |
| 30D | -0.1% | +7.9% | -8.0% | -4.1% |
| 3M | -8.4% | +3.5% | -11.9% | -10.9% |
| 6M | +32.2% | +19.0% | +13.2% | +18.1% |
| YTD | +28.9% | +55.0% | -26.1% | +0.4% |
| 1Y | +43.8% | +71.2% | -27.4% | +6.1% |
| 3Y | +176.6% | +117.4% | +59.2% | +76.1% |
| 5Y | +121.6% | +335.2% | -213.6% | -7.0% |
| 10Y | +1,652.9% | +248.7% | +1,404.2% | +621.2% |
| All | +9,127.5% | +230.9% | +8,896.6% | +2,931.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling