+37.6%
TECH vs XHB
-9.3%
+46.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.5% |
| 7D | +0.1% | -1.3% | +1.4% | +0.8% |
| 30D | +0.7% | -6.9% | +7.6% | +4.5% |
| 3M | +36.3% | -1.3% | +37.6% | +37.0% |
| 6M | +25.6% | -6.8% | +32.4% | +31.6% |
| YTD | +23.7% | +0.7% | +23.0% | +22.0% |
| 1Y | +37.6% | -11.2% | +48.9% | +60.0% |
| All | +37.6% | -9.3% | +46.9% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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