-80.8%
QID vs TECH
-42.1%
-38.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -1.9% | -0.1% | -1.9% | -2.0% |
| 30D | +1.7% | +0.3% | +1.4% | +1.9% |
| 3M | -3.9% | +32.9% | -36.8% | +12.7% |
| 6M | -30.0% | +32.1% | -62.1% | -17.2% |
| YTD | -28.2% | +23.4% | -51.6% | -17.6% |
| 1Y | -35.6% | +34.1% | -69.7% | -21.1% |
| 3Y | -74.3% | +2.2% | -76.5% | -70.3% |
| 5Y | -80.8% | -41.8% | -39.0% | -82.0% |
| All | -80.8% | -42.1% | -38.7% | -82.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling