+1,646.5%
QLD vs TGT
+212.5%
+1,434.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.4% |
| 7D | +3.0% | -0.6% | +3.6% | +3.3% |
| 30D | -1.8% | +9.5% | -11.3% | -6.6% |
| 3M | -1.8% | +32.3% | -34.1% | -16.1% |
| 6M | +36.9% | +37.0% | -0.1% | +14.1% |
| YTD | +28.7% | +71.0% | -42.4% | -5.4% |
| 1Y | +41.9% | +85.0% | -43.1% | -0.6% |
| 3Y | +184.2% | +46.8% | +137.4% | +105.3% |
| 5Y | +122.1% | -22.7% | +144.9% | +132.3% |
| 10Y | +1,646.5% | +216.3% | +1,430.2% | +886.6% |
| All | +1,646.5% | +212.5% | +1,434.0% | +886.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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