+143.3%
DELL vs XLK
+19.7%
+123.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | 0.0% | -8.8% | -8.8% |
| 7D | -24.6% | -7.6% | -17.0% | -14.6% |
| 30D | -32.5% | -12.2% | -20.3% | -17.3% |
| 3M | -20.2% | -5.5% | -14.7% | -11.2% |
| 6M | +76.5% | +9.2% | +67.3% | +69.6% |
| YTD | +198.9% | +23.0% | +175.9% | +158.5% |
| 1Y | +143.3% | +20.7% | +122.6% | +117.0% |
| All | +143.3% | +19.7% | +123.6% | +117.0% |
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