+376.3%
AMD vs XLK
+144.8%
+231.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.3% | +5.6% | +5.4% |
| 7D | +10.0% | +2.3% | +7.7% | +6.0% |
| 30D | +4.6% | -0.1% | +4.7% | +4.6% |
| 3M | +3.1% | +2.1% | +1.0% | +2.1% |
| 6M | +162.8% | +37.2% | +125.6% | +65.9% |
| YTD | +136.2% | +30.8% | +105.3% | +62.1% |
| 1Y | +234.0% | +42.6% | +191.4% | +103.6% |
| 3Y | +376.7% | +121.8% | +254.9% | +47.3% |
| 5Y | +376.3% | +145.7% | +230.7% | +42.7% |
| All | +376.3% | +144.8% | +231.6% | +42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling