+454.5%
TEAM vs QLD
+1,536.4%
-1,081.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.1% | 0.0% |
| 7D | -19.7% | -1.2% | -18.5% | -19.9% |
| 30D | -26.6% | -15.7% | -10.9% | -20.0% |
| 3M | -1.1% | -10.0% | +9.0% | +3.5% |
| 6M | +74.6% | -11.2% | +85.8% | +78.5% |
| YTD | -6.0% | +16.4% | -22.3% | -19.1% |
| 1Y | -3.2% | +12.7% | -15.9% | -15.6% |
| 3Y | -13.5% | +152.3% | -165.8% | -55.9% |
| 5Y | -65.5% | +91.8% | -157.2% | -80.1% |
| 10Y | +454.5% | +1,520.2% | -1,065.7% | -6.3% |
| All | +454.5% | +1,536.4% | -1,081.9% | -6.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling