+417.4%
WDC vs XLK
+44.7%
+372.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.7% | +5.2% | +4.5% |
| 7D | +1.7% | +0.9% | +0.9% | 0.0% |
| 30D | -10.0% | +0.7% | -10.7% | -11.2% |
| 3M | -18.8% | -2.9% | -15.8% | -11.8% |
| 6M | +79.0% | +34.3% | +44.8% | +5.9% |
| YTD | +171.6% | +30.4% | +141.2% | +72.0% |
| 1Y | +417.4% | +43.4% | +374.0% | +164.3% |
| All | +417.4% | +44.7% | +372.7% | +164.3% |
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