+5.6%
TEAM vs QLD
+134.4%
-128.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -12.7% | +9.3% | +2.2% |
| 7D | -10.2% | -18.6% | +8.4% | -1.9% |
| 30D | -5.5% | -28.3% | +22.8% | +9.1% |
| 3M | +61.7% | -20.4% | +82.1% | +78.3% |
| 6M | +98.5% | -14.3% | +112.8% | +104.4% |
| YTD | +13.0% | +2.8% | +10.3% | +5.2% |
| 1Y | +13.5% | -1.2% | +14.7% | +7.5% |
| All | +5.6% | +134.4% | -128.8% | -44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling