+1,561.5%
QQQ vs XLK
+1,330.1%
+231.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | -0.4% |
| 7D | -0.6% | +0.2% | -0.8% | -0.8% |
| 30D | -1.2% | -0.6% | -0.6% | -0.7% |
| 3M | -0.2% | +2.6% | -2.8% | -3.2% |
| 6M | +17.9% | +34.0% | -16.0% | -12.5% |
| YTD | +16.6% | +30.7% | -14.0% | -11.6% |
| 1Y | +23.0% | +39.2% | -16.2% | -12.6% |
| 3Y | +92.9% | +120.4% | -27.5% | -14.7% |
| 5Y | +95.6% | +148.8% | -53.2% | -23.8% |
| 10Y | +570.4% | +803.3% | -232.9% | -31.1% |
| All | +1,561.5% | +1,330.1% | +231.3% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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