-10.2%
TQQQ vs XLK
+11.2%
-21.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.9% | -8.0% | -10.9% | -1.8% |
| 7D | -27.1% | -14.0% | -13.2% | +2.0% |
| 30D | -40.1% | -19.6% | -20.5% | -2.4% |
| 3M | -30.6% | -12.6% | -18.0% | -4.8% |
| 6M | -24.8% | -1.7% | -23.1% | -17.1% |
| YTD | -3.7% | +13.2% | -16.9% | -20.6% |
| 1Y | -10.2% | +10.6% | -20.8% | -21.0% |
| All | -10.2% | +11.2% | -21.5% | -21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling