+508.3%
TECH vs XHB
+167.3%
+341.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.3% | +0.7% |
| 7D | +0.2% | +0.2% | 0.0% | +0.1% |
| 30D | +0.1% | -9.1% | +9.2% | +3.6% |
| 3M | +37.5% | -2.3% | +39.8% | +38.5% |
| 6M | +34.6% | -4.1% | +38.7% | +35.9% |
| YTD | +23.5% | -1.7% | +25.2% | +23.5% |
| 1Y | +34.4% | -15.1% | +49.5% | +42.0% |
| 3Y | +2.3% | +26.8% | -24.6% | -5.6% |
| 5Y | -41.7% | +37.3% | -79.1% | -47.8% |
| 10Y | +177.6% | +205.7% | -28.0% | +93.9% |
| All | +508.3% | +167.3% | +341.0% | +292.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling