+12.8%
TEAM vs QLD
+46.1%
-33.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -3.0% | -2.7% |
| 7D | -0.4% | +0.6% | -1.0% | -0.5% |
| 30D | +67.3% | -0.1% | +67.4% | +67.4% |
| 3M | +86.8% | -8.4% | +95.1% | +91.0% |
| 6M | +146.8% | +32.2% | +114.6% | +123.2% |
| YTD | +16.9% | +28.9% | -12.0% | +7.2% |
| 1Y | +12.8% | +43.8% | -31.0% | -1.0% |
| All | +12.8% | +46.1% | -33.3% | -1.0% |
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