+2,876.9%
TQQQ vs XLK
+807.8%
+2,069.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.2% | -0.9% |
| 7D | -1.9% | +0.2% | -2.1% | -2.4% |
| 30D | -4.9% | -0.6% | -4.2% | -3.3% |
| 3M | -6.4% | +2.6% | -9.0% | -10.9% |
| 6M | +44.4% | +34.0% | +10.4% | -30.6% |
| YTD | +35.2% | +30.7% | +4.5% | -30.3% |
| 1Y | +49.5% | +39.2% | +10.3% | -33.7% |
| 3Y | +250.7% | +120.4% | +130.3% | -44.9% |
| 5Y | +104.7% | +148.8% | -44.1% | -66.0% |
| All | +2,876.9% | +807.8% | +2,069.1% | -70.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling