+1,520.2%
QLD vs WU
-37.2%
+1,557.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.0% | +7.7% | +6.3% |
| 7D | -1.2% | +2.1% | -3.3% | -3.3% |
| 30D | -15.7% | +10.1% | -25.9% | -21.4% |
| 3M | -10.0% | -1.1% | -8.9% | -11.2% |
| 6M | -11.2% | -19.8% | +8.6% | -3.4% |
| YTD | +16.4% | -20.8% | +37.1% | +26.0% |
| 1Y | +12.7% | -15.1% | +27.8% | +16.0% |
| 3Y | +152.3% | -23.2% | +175.5% | +163.5% |
| 5Y | +91.8% | -42.6% | +134.4% | +144.9% |
| 10Y | +1,520.2% | -38.9% | +1,559.1% | +1,698.7% |
| All | +1,520.2% | -37.2% | +1,557.4% | +1,698.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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