+2,771.1%
NOW vs XLK
+1,477.7%
+1,293.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.7% |
| 7D | -2.4% | +0.9% | -3.2% | -3.2% |
| 30D | +20.5% | +0.7% | +19.8% | +19.5% |
| 3M | +18.3% | -2.9% | +21.3% | +18.2% |
| 6M | +24.1% | +34.3% | -10.2% | -14.3% |
| YTD | -7.8% | +30.4% | -38.2% | -34.6% |
| 1Y | -21.4% | +43.4% | -64.8% | -50.4% |
| 3Y | +19.5% | +116.8% | -97.3% | -54.3% |
| 5Y | +4.1% | +144.0% | -140.0% | -64.1% |
| 10Y | +826.4% | +778.8% | +47.7% | -33.3% |
| All | +2,771.1% | +1,477.7% | +1,293.5% | +14.5% |
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