+1,646.5%
QLD vs ZBRA
+411.1%
+1,235.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +1.7% |
| 7D | +3.0% | +2.6% | +0.4% | +1.2% |
| 30D | -1.8% | -6.4% | +4.5% | +2.5% |
| 3M | -1.8% | +51.3% | -53.1% | -28.8% |
| 6M | +36.9% | +60.5% | -23.6% | -6.3% |
| YTD | +28.7% | +45.2% | -16.5% | -7.5% |
| 1Y | +41.9% | +12.3% | +29.5% | +21.0% |
| 3Y | +184.2% | +37.5% | +146.7% | +97.3% |
| 5Y | +122.1% | -39.2% | +161.3% | +181.2% |
| 10Y | +1,646.5% | +417.0% | +1,229.5% | +576.1% |
| All | +1,646.5% | +411.1% | +1,235.4% | +576.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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