+133.5%
QLD vs TECH
+25.7%
+107.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -0.1% | -12.6% | -12.7% |
| 7D | -18.6% | -0.1% | -18.5% | -18.5% |
| 30D | -28.3% | +0.3% | -28.6% | -28.4% |
| 3M | -20.4% | +1.0% | -21.4% | -20.6% |
| 6M | -14.3% | +28.6% | -42.9% | -22.4% |
| YTD | +2.8% | +24.1% | -21.3% | -6.9% |
| 1Y | -1.2% | +21.9% | -23.1% | -10.1% |
| All | +133.5% | +25.7% | +107.8% | +100.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling