-21.4%
NOW vs XLK
+44.7%
-66.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.2% |
| 7D | -2.4% | +0.9% | -3.2% | -2.6% |
| 30D | +20.5% | +0.7% | +19.8% | +20.2% |
| 3M | +18.3% | -2.9% | +21.3% | +20.8% |
| 6M | +24.1% | +34.3% | -10.2% | +9.6% |
| YTD | -7.8% | +30.4% | -38.2% | -16.9% |
| 1Y | -21.4% | +43.4% | -64.8% | -30.3% |
| All | -21.4% | +44.7% | -66.1% | -30.3% |
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