-34.6%
QID vs TECH
+42.2%
-76.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.8% | -1.8% |
| 7D | +1.3% | -0.4% | +1.7% | +1.2% |
| 30D | +2.9% | 0.0% | +3.0% | +2.9% |
| 3M | -0.7% | +33.7% | -34.4% | +4.6% |
| 6M | -29.7% | +34.9% | -64.6% | -24.7% |
| YTD | -27.9% | +23.2% | -51.0% | -23.6% |
| 1Y | -34.6% | +36.3% | -70.9% | -29.0% |
| All | -34.6% | +42.2% | -76.7% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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