+27.4%
WMT vs XLK
+19.7%
+7.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +8.8% | -7.6% | +16.3% | +6.9% |
| 30D | +22.9% | -12.2% | +35.1% | +19.7% |
| 3M | +16.1% | -5.5% | +21.5% | +14.7% |
| 6M | -0.5% | +9.2% | -9.6% | +0.8% |
| YTD | +16.7% | +23.0% | -6.4% | +18.0% |
| 1Y | +27.4% | +20.7% | +6.7% | +28.0% |
| All | +27.4% | +19.7% | +7.7% | +28.0% |
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