+1,346.4%
MU vs XLK
+145.5%
+1,200.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +7.5% | +2.3% | +5.2% | +3.9% |
| 30D | +19.4% | +0.8% | +18.5% | +18.1% |
| 3M | +9.8% | +4.1% | +5.8% | +8.1% |
| 6M | +164.1% | +34.8% | +129.4% | +88.6% |
| YTD | +260.3% | +30.8% | +229.5% | +170.0% |
| 1Y | +661.2% | +42.4% | +618.8% | +421.5% |
| 3Y | +1,380.8% | +121.8% | +1,259.0% | +534.2% |
| 5Y | +1,346.4% | +146.6% | +1,199.8% | +470.2% |
| All | +1,346.4% | +145.5% | +1,200.9% | +470.2% |
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 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