+25.3%
U vs QLD
+10.8%
+14.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | +2.8% | +12.5% | -9.7% | -2.7% |
| 30D | +7.6% | -15.7% | +23.3% | +17.9% |
| 3M | +12.7% | -11.9% | +24.6% | +19.8% |
| 6M | +87.0% | -10.3% | +97.2% | +90.5% |
| YTD | +13.6% | +15.6% | -2.0% | -4.0% |
| 1Y | +25.3% | +12.1% | +13.2% | +10.3% |
| All | +25.3% | +10.8% | +14.5% | +10.3% |
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 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