+8.4%
QLD vs TECH
+26.8%
-18.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.1% | +6.7% | +6.8% |
| 7D | -1.4% | +0.2% | -1.7% | -1.5% |
| 30D | -19.6% | +0.5% | -20.1% | -19.6% |
| 3M | -14.1% | +0.9% | -15.0% | -14.2% |
| 6M | -13.6% | +51.0% | -64.7% | -18.9% |
| YTD | +12.5% | +24.4% | -11.8% | +5.9% |
| All | +8.4% | +26.8% | -18.4% | +1.6% |
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