+1,988.6%
NOW vs XLK
+1,370.6%
+618.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.2% | -0.1% | -0.2% |
| 7D | -5.6% | -1.2% | -4.3% | -4.6% |
| 30D | -26.8% | -11.2% | -15.6% | -17.4% |
| 3M | -19.4% | -6.2% | -13.2% | -14.7% |
| 6M | +12.3% | -1.7% | +14.1% | +9.3% |
| YTD | -32.9% | +21.5% | -54.5% | -49.2% |
| 1Y | -40.3% | +19.6% | -59.9% | -54.1% |
| 3Y | -19.1% | +97.9% | -117.0% | -66.1% |
| 5Y | -24.4% | +118.9% | -143.3% | -71.0% |
| 10Y | +521.8% | +726.5% | -204.7% | -52.9% |
| All | +1,988.6% | +1,370.6% | +618.1% | -11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling