+1,450.1%
QLD vs TRMB
+96.4%
+1,353.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | -3.8% | -16.6% | +12.8% | +8.8% |
| 30D | -20.5% | -8.9% | -11.7% | -16.8% |
| 3M | -14.6% | -6.3% | -8.3% | -13.3% |
| 6M | -14.7% | -10.0% | -4.7% | -12.1% |
| YTD | +11.2% | -30.1% | +41.3% | +40.3% |
| 1Y | +7.1% | -31.3% | +38.4% | +36.9% |
| 3Y | +141.1% | +30.8% | +110.3% | +73.7% |
| 5Y | +84.3% | -35.9% | +120.2% | +153.2% |
| 10Y | +1,450.1% | +101.7% | +1,348.3% | +959.8% |
| All | +1,450.1% | +96.4% | +1,353.6% | +959.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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