+358.3%
DELL vs XLK
+38.8%
+319.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.3% | +10.7% | +10.1% |
| 7D | +8.2% | +0.2% | +8.0% | +8.2% |
| 30D | +17.1% | -0.6% | +17.7% | +18.7% |
| 3M | +45.2% | +2.6% | +42.6% | +40.6% |
| 6M | +286.8% | +34.0% | +252.8% | +187.7% |
| YTD | +354.8% | +30.7% | +324.1% | +248.1% |
| 1Y | +358.3% | +39.2% | +319.1% | +204.3% |
| All | +358.3% | +38.8% | +319.5% | +204.3% |
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