+1,646.5%
QLD vs WY
+5.5%
+1,641.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.3% | +0.8% |
| 7D | +3.0% | -2.1% | +5.0% | +4.5% |
| 30D | -1.8% | -10.5% | +8.7% | +5.9% |
| 3M | -1.8% | -4.9% | +3.1% | +0.2% |
| 6M | +36.9% | -4.9% | +41.8% | +38.8% |
| YTD | +28.7% | -1.7% | +30.4% | +25.8% |
| 1Y | +41.9% | -9.4% | +51.3% | +46.0% |
| 3Y | +184.2% | -22.3% | +206.5% | +217.7% |
| 5Y | +122.1% | -20.5% | +142.6% | +153.8% |
| 10Y | +1,646.5% | +4.9% | +1,641.6% | +1,489.0% |
| All | +1,646.5% | +5.5% | +1,641.0% | +1,489.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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