+1,008.9%
BE vs XLK
+452.1%
+556.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.3% | +9.3% | +9.2% |
| 7D | +29.8% | +2.3% | +27.5% | +25.9% |
| 30D | +26.4% | -0.1% | +26.4% | +27.0% |
| 3M | +9.3% | +2.1% | +7.2% | +10.9% |
| 6M | +105.1% | +37.2% | +67.9% | +41.3% |
| YTD | +219.0% | +30.8% | +188.2% | +137.8% |
| 1Y | +418.8% | +42.6% | +376.1% | +260.5% |
| 3Y | +1,784.6% | +121.8% | +1,662.8% | +629.6% |
| 5Y | +1,251.0% | +145.7% | +1,105.3% | +375.1% |
| All | +1,008.9% | +452.1% | +556.8% | +73.2% |
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