+1,450.1%
QLD vs TECH
+190.5%
+1,259.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -3.8% | +0.2% | -4.0% | -3.9% |
| 30D | -20.5% | +0.5% | -21.0% | -20.8% |
| 3M | -14.6% | +1.1% | -15.7% | -15.2% |
| 6M | -14.7% | +51.0% | -65.7% | -36.8% |
| YTD | +11.2% | +24.4% | -13.2% | -10.9% |
| 1Y | +7.1% | +27.4% | -20.4% | -16.2% |
| 3Y | +141.1% | +28.5% | +112.6% | +61.2% |
| 5Y | +84.3% | -40.9% | +125.1% | +146.4% |
| 10Y | +1,450.1% | +192.5% | +1,257.6% | +403.1% |
| All | +1,450.1% | +190.5% | +1,259.6% | +403.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling