+31.4%
UNH vs XLK
+44.7%
-13.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.7% | -1.0% |
| 7D | +1.1% | +0.9% | +0.2% | +1.0% |
| 30D | -3.8% | +0.7% | -4.5% | -3.8% |
| 3M | +0.7% | -2.9% | +3.7% | +1.1% |
| 6M | +37.9% | +34.3% | +3.6% | +26.7% |
| YTD | +21.9% | +30.4% | -8.5% | +11.8% |
| 1Y | +31.4% | +43.4% | -12.0% | +26.3% |
| All | +31.4% | +44.7% | -13.3% | +26.3% |
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