+103.2%
INTC vs XLK
+146.9%
-43.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +1.0% |
| 7D | +7.5% | +0.2% | +7.2% | +7.3% |
| 30D | +2.0% | -0.6% | +2.6% | +3.1% |
| 3M | -12.0% | +2.6% | -14.5% | -12.1% |
| 6M | +114.5% | +34.0% | +80.6% | +63.7% |
| YTD | +179.0% | +30.7% | +148.3% | +119.1% |
| 1Y | +318.3% | +39.2% | +279.1% | +210.3% |
| 3Y | +171.2% | +120.4% | +50.8% | +29.9% |
| All | +103.2% | +146.9% | -43.7% | -16.3% |
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 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