+8,672.2%
QLD vs WU
-19.6%
+8,691.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +1.0% |
| 7D | +0.6% | -0.8% | +1.4% | +1.1% |
| 30D | -0.1% | -1.1% | +1.0% | +0.3% |
| 3M | -8.4% | -3.9% | -4.5% | -9.5% |
| 6M | +32.2% | -20.7% | +52.9% | +48.5% |
| YTD | +28.9% | -18.4% | +47.3% | +40.7% |
| 1Y | +43.8% | -8.1% | +51.9% | +41.1% |
| 3Y | +176.6% | -24.2% | +200.8% | +198.4% |
| 5Y | +121.6% | -50.4% | +172.0% | +221.7% |
| 10Y | +1,652.9% | -40.0% | +1,693.0% | +2,051.5% |
| All | +8,672.2% | -19.6% | +8,691.8% | +8,134.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling