+43.8%
QLD vs URA
+17.2%
+26.6%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | +0.6% | +1.1% | -0.5% | +0.1% |
| 30D | -0.1% | +7.4% | -7.5% | -3.6% |
| 3M | -8.4% | -8.4% | 0.0% | -5.6% |
| 6M | +32.2% | -12.7% | +44.9% | +36.7% |
| YTD | +28.9% | +7.8% | +21.1% | +23.7% |
| 1Y | +43.8% | +19.5% | +24.4% | +36.1% |
| All | +43.8% | +17.2% | +26.6% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling