+3,341.8%
V vs XLK
+1,815.7%
+1,526.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +2.7% |
| 7D | +0.9% | +3.4% | -2.4% | -1.6% |
| 30D | +9.0% | -10.6% | +19.6% | +16.9% |
| 3M | +16.7% | -10.6% | +27.4% | +24.6% |
| 6M | +33.4% | -3.5% | +36.9% | +31.1% |
| YTD | +22.4% | +18.7% | +3.7% | +1.5% |
| 1Y | +27.7% | +19.4% | +8.2% | +5.1% |
| 3Y | +78.0% | +94.5% | -16.5% | -6.7% |
| 5Y | +108.5% | +111.2% | -2.7% | -1.1% |
| 10Y | +459.0% | +707.2% | -248.2% | -21.4% |
| All | +3,341.8% | +1,815.7% | +1,526.1% | +134.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling