+365.4%
STX vs QLD
+46.1%
+319.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.0% | +6.0% |
| 7D | +2.4% | +0.6% | +1.8% | +1.7% |
| 30D | +1.4% | -0.1% | +1.5% | +1.7% |
| 3M | -8.2% | -8.4% | +0.1% | +0.5% |
| 6M | +127.0% | +32.2% | +94.8% | +71.1% |
| YTD | +209.1% | +28.9% | +180.2% | +140.6% |
| 1Y | +365.4% | +43.8% | +321.6% | +201.6% |
| All | +365.4% | +46.1% | +319.3% | +201.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 1y: compounded portfolio wealth divided by compounded QLD 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…
1y analysis · Full analysis span regression · 6 months rolling