+86.6%
QLD vs TECH
-41.4%
+128.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.7% |
| 7D | +12.5% | +0.2% | +12.2% | +12.4% |
| 30D | -15.7% | +0.5% | -16.2% | -15.9% |
| 3M | -11.9% | +1.0% | -12.9% | -12.3% |
| 6M | -10.3% | +54.1% | -64.3% | -29.8% |
| YTD | +15.6% | +24.4% | -8.8% | -2.4% |
| 1Y | +12.1% | +19.3% | -7.2% | -3.1% |
| 3Y | +150.7% | +28.5% | +122.1% | +78.3% |
| 5Y | +86.6% | -41.0% | +127.6% | +157.5% |
| All | +86.6% | -41.4% | +128.0% | +157.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling