+188.9%
TECH vs XHB
+202.9%
-14.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.8% |
| 7D | -0.1% | -1.9% | +1.8% | +1.0% |
| 30D | +0.3% | -8.3% | +8.6% | +5.2% |
| 3M | +32.9% | -7.1% | +40.1% | +38.1% |
| 6M | +32.1% | -5.3% | +37.3% | +34.6% |
| YTD | +23.4% | -3.2% | +26.6% | +24.1% |
| 1Y | +34.1% | -13.9% | +47.9% | +44.3% |
| 3Y | +2.2% | +24.9% | -22.7% | -10.3% |
| 5Y | -41.8% | +34.5% | -76.3% | -51.8% |
| 10Y | +188.9% | +215.5% | -26.5% | +60.7% |
| All | +188.9% | +202.9% | -14.0% | +60.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling