+1,646.5%
QLD vs TNA
+76.8%
+1,569.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.5% |
| 7D | +3.0% | +4.1% | -1.1% | +0.9% |
| 30D | -1.8% | -7.6% | +5.8% | +2.0% |
| 3M | -1.8% | +8.1% | -9.9% | -5.3% |
| 6M | +36.9% | +49.0% | -12.1% | +11.5% |
| YTD | +28.7% | +51.7% | -23.0% | +2.7% |
| 1Y | +41.9% | +59.6% | -17.7% | +8.6% |
| 3Y | +184.2% | +118.9% | +65.3% | +61.5% |
| 5Y | +122.1% | -19.2% | +141.3% | +90.2% |
| 10Y | +1,646.5% | +77.2% | +1,569.3% | +705.5% |
| All | +1,646.5% | +76.8% | +1,569.7% | +705.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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