+512.6%
TECH vs XHB
+182.7%
+330.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.6% | -3.5% | -1.2% |
| 7D | +0.2% | +1.3% | -1.1% | -0.4% |
| 30D | +0.5% | +11.8% | -11.3% | -3.8% |
| 3M | +0.9% | -3.8% | +4.7% | +1.8% |
| 6M | +51.0% | +4.1% | +47.0% | +48.0% |
| YTD | +24.4% | +4.0% | +20.4% | +21.4% |
| 1Y | +27.6% | +1.6% | +26.0% | +25.6% |
| 3Y | +29.9% | +43.2% | -13.2% | +14.6% |
| 5Y | -40.6% | +35.8% | -76.5% | -47.1% |
| 10Y | +196.7% | +259.3% | -62.5% | +96.7% |
| All | +512.6% | +182.7% | +330.0% | +286.1% |
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