+4,971.0%
WDC vs XLK
+1,460.0%
+3,511.0%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +7.5% | +2.3% | +5.1% | +4.8% |
| 30D | +10.1% | +0.8% | +9.2% | +9.3% |
| 3M | -6.8% | +4.1% | -10.9% | -8.1% |
| 6M | +84.1% | +34.8% | +49.4% | +39.4% |
| YTD | +180.3% | +30.8% | +149.4% | +121.6% |
| 1Y | +411.1% | +42.4% | +368.7% | +273.6% |
| 3Y | +1,375.0% | +121.8% | +1,253.2% | +586.3% |
| 5Y | +991.6% | +146.6% | +845.0% | +349.8% |
| 10Y | +1,309.1% | +804.3% | +504.8% | +53.7% |
| All | +4,971.0% | +1,460.0% | +3,511.0% | +266.6% |
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