-29.0%
NOW vs XLK
+37.6%
-66.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.5% | +0.4% |
| 7D | -9.9% | -0.4% | -9.5% | -9.8% |
| 30D | +2.8% | -0.5% | +3.3% | +2.9% |
| 3M | +23.7% | +5.0% | +18.7% | +20.0% |
| 6M | +12.5% | +32.9% | -20.4% | -0.4% |
| YTD | -14.4% | +29.0% | -43.3% | -22.6% |
| 1Y | -29.0% | +37.8% | -66.8% | -37.9% |
| All | -29.0% | +37.6% | -66.5% | -37.9% |
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