+176.1%
QLD vs ZBH
-15.7%
+191.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.4% |
| 7D | +0.6% | -2.8% | +3.4% | +0.9% |
| 30D | -0.1% | -0.1% | 0.0% | -0.2% |
| 3M | -8.4% | +13.4% | -21.8% | -10.4% |
| 6M | +32.2% | +3.0% | +29.2% | +31.6% |
| YTD | +28.9% | +9.7% | +19.3% | +26.6% |
| 1Y | +43.8% | -5.4% | +49.2% | +45.1% |
| All | +176.1% | -15.7% | +191.7% | +182.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 3y: compounded portfolio wealth divided by compounded ZBH 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…
3y analysis · Full analysis span regression · 6 months rolling