+5,889.7%
QLD vs URA
-53.7%
+5,943.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -5.3% | -7.5% | -9.7% |
| 7D | -18.6% | -13.3% | -5.3% | -11.3% |
| 30D | -28.3% | -25.9% | -2.4% | -14.5% |
| 3M | -20.4% | -27.8% | +7.4% | -4.4% |
| 6M | -14.3% | -42.8% | +28.6% | +17.3% |
| YTD | +2.8% | -27.5% | +30.3% | +19.6% |
| 1Y | -1.2% | -35.1% | +33.9% | +22.1% |
| 3Y | +135.3% | +31.1% | +104.3% | +80.7% |
| 5Y | +62.6% | +29.8% | +32.8% | +22.1% |
| 10Y | +1,384.3% | +265.1% | +1,119.2% | +442.0% |
| All | +5,889.7% | -53.7% | +5,943.4% | +5,690.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling