+5.2%
QLD vs TECH
+21.1%
-15.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.4% | +2.5% |
| 7D | -10.3% | +0.2% | -10.4% | -10.3% |
| 30D | -26.1% | +0.3% | -26.4% | -26.1% |
| 3M | -17.8% | +1.3% | -19.1% | -17.9% |
| 6M | -15.6% | +54.0% | -69.5% | -21.2% |
| YTD | +5.4% | +24.3% | -18.9% | -0.7% |
| 1Y | +5.2% | +25.8% | -20.6% | -1.1% |
| All | +5.2% | +21.1% | -15.9% | -1.1% |
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 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