+1,646.5%
QLD vs TRU
+138.6%
+1,507.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +1.8% |
| 7D | +3.0% | -7.2% | +10.2% | +8.3% |
| 30D | -1.8% | -2.8% | +1.0% | -0.5% |
| 3M | -1.8% | +13.0% | -14.8% | -13.4% |
| 6M | +36.9% | +0.7% | +36.2% | +29.5% |
| YTD | +28.7% | -9.0% | +37.7% | +28.5% |
| 1Y | +41.9% | -16.3% | +58.2% | +48.1% |
| 3Y | +184.2% | -1.1% | +185.3% | +136.0% |
| 5Y | +122.1% | -36.0% | +158.1% | +178.3% |
| 10Y | +1,646.5% | +139.9% | +1,506.6% | +828.9% |
| All | +1,646.5% | +138.6% | +1,507.9% | +828.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TRU 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling