+9,127.5%
QLD vs WY
+113.6%
+9,013.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.3% |
| 7D | +0.6% | -1.7% | +2.3% | +1.9% |
| 30D | -0.1% | -10.1% | +10.0% | +8.2% |
| 3M | -8.4% | -5.1% | -3.2% | -6.2% |
| 6M | +32.2% | -4.8% | +37.0% | +34.0% |
| YTD | +28.9% | -0.2% | +29.1% | +24.4% |
| 1Y | +43.8% | -6.6% | +50.5% | +44.5% |
| 3Y | +176.6% | -22.7% | +199.3% | +211.6% |
| 5Y | +121.6% | -22.2% | +143.8% | +156.8% |
| 10Y | +1,652.9% | +7.3% | +1,645.6% | +1,331.4% |
| All | +9,127.5% | +113.6% | +9,013.9% | +3,948.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling