+176.1%
QLD vs TRGP
+252.7%
-76.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.7% |
| 7D | +0.6% | +0.8% | -0.2% | +0.3% |
| 30D | -0.1% | +11.5% | -11.6% | -4.6% |
| 3M | -8.4% | +9.0% | -17.4% | -12.3% |
| 6M | +32.2% | +20.5% | +11.7% | +19.7% |
| YTD | +28.9% | +59.5% | -30.6% | +0.8% |
| 1Y | +43.8% | +77.9% | -34.1% | +4.8% |
| All | +176.1% | +252.7% | -76.6% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 3y: compounded portfolio wealth divided by compounded TRGP 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…
3y analysis · Full analysis span regression · 6 months rolling