+9,127.5%
QLD vs TECH
+594.5%
+8,533.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | -0.1% | +0.7% | -0.8% | -0.6% |
| 3M | -8.4% | +36.3% | -44.7% | -29.0% |
| 6M | +32.2% | +25.6% | +6.6% | +3.3% |
| YTD | +28.9% | +23.7% | +5.2% | +0.3% |
| 1Y | +43.8% | +37.6% | +6.2% | 0.0% |
| 3Y | +176.6% | -6.6% | +183.2% | +134.5% |
| 5Y | +121.6% | -42.2% | +163.8% | +188.2% |
| 10Y | +1,652.9% | +187.6% | +1,465.3% | +404.5% |
| All | +9,127.5% | +594.5% | +8,533.0% | +1,115.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling