-7.5%
T vs XLK
+38.8%
-46.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +2.4% |
| 7D | +1.5% | +0.2% | +1.3% | +1.5% |
| 30D | +7.5% | -0.6% | +8.1% | +7.3% |
| 3M | +14.8% | +2.6% | +12.3% | +16.2% |
| 6M | -1.7% | +34.0% | -35.7% | +9.2% |
| YTD | +8.7% | +30.7% | -22.0% | +19.8% |
| 1Y | -7.5% | +39.2% | -46.7% | +5.6% |
| All | -7.5% | +38.8% | -46.3% | +5.6% |
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