+7,256.1%
QLD vs TECH
+596.7%
+6,659.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -20.9% |
| 6M | -14.3% | +28.6% | -42.9% | -33.1% |
| YTD | +2.8% | +24.1% | -21.3% | -20.2% |
| 1Y | -1.2% | +21.9% | -23.1% | -22.7% |
| 3Y | +135.3% | +25.7% | +109.6% | +54.2% |
| 5Y | +62.6% | -40.2% | +102.8% | +106.4% |
| 10Y | +1,384.3% | +210.1% | +1,174.2% | +300.1% |
| All | +7,256.1% | +596.7% | +6,659.5% | +867.3% |
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