+12.1%
QLD vs URA
-29.1%
+41.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.8% | +3.2% | +1.5% |
| 7D | +12.5% | +4.5% | +8.0% | +9.8% |
| 30D | -15.7% | -13.4% | -2.3% | -8.6% |
| 3M | -11.9% | -28.4% | +16.5% | +4.5% |
| 6M | -10.3% | -40.5% | +30.2% | +14.6% |
| YTD | +15.6% | -24.3% | +39.9% | +29.1% |
| 1Y | +12.1% | -28.8% | +41.0% | +28.8% |
| All | +12.1% | -29.1% | +41.2% | +28.8% |
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