+0.8%
NOW vs XLK
+145.5%
-144.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -4.1% | +2.3% | -6.4% | -6.2% |
| 30D | +2.9% | +0.8% | +2.0% | +1.9% |
| 3M | +22.6% | +4.1% | +18.5% | +14.2% |
| 6M | +7.5% | +34.8% | -27.2% | -24.4% |
| YTD | -14.4% | +30.8% | -45.2% | -38.3% |
| 1Y | -29.8% | +42.4% | -72.1% | -54.4% |
| 3Y | +9.2% | +121.8% | -112.6% | -59.6% |
| 5Y | +0.8% | +146.6% | -145.8% | -65.2% |
| All | +0.8% | +145.5% | -144.7% | -65.2% |
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