+366.0%
WDC vs XLK
+38.8%
+327.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -5.5% |
| 7D | -4.3% | +0.2% | -4.5% | -4.7% |
| 30D | -1.5% | -0.6% | -0.9% | -0.2% |
| 3M | -15.5% | +2.6% | -18.0% | -17.2% |
| 6M | +66.5% | +34.0% | +32.5% | -2.0% |
| YTD | +159.9% | +30.7% | +129.2% | +63.1% |
| 1Y | +366.0% | +39.2% | +326.8% | +150.9% |
| All | +366.0% | +38.8% | +327.2% | +150.9% |
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