+1,418.0%
QLD vs TECH
+204.1%
+1,213.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.1% | +6.7% | +6.8% |
| 7D | -1.4% | +0.2% | -1.7% | -1.6% |
| 30D | -19.6% | +0.5% | -20.1% | -19.8% |
| 3M | -14.1% | +0.9% | -15.0% | -14.6% |
| 6M | -13.6% | +51.0% | -64.7% | -36.0% |
| YTD | +12.5% | +24.4% | -11.8% | -9.8% |
| 1Y | +13.1% | +27.6% | -14.4% | -11.5% |
| 3Y | +154.7% | +29.9% | +124.8% | +68.7% |
| 5Y | +81.1% | -40.6% | +121.7% | +141.2% |
| 10Y | +1,418.0% | +196.7% | +1,221.3% | +398.8% |
| All | +1,418.0% | +204.1% | +1,213.8% | +398.8% |
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