+149.7%
XBI vs TECH
+189.9%
-40.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -4.6% | -0.4% | -4.2% | -4.5% |
| 30D | -2.0% | 0.0% | -2.0% | -2.0% |
| 3M | +17.8% | +33.7% | -15.9% | +1.2% |
| 6M | +23.7% | +34.9% | -11.2% | +2.8% |
| YTD | +28.2% | +23.2% | +5.1% | +10.5% |
| 1Y | +64.0% | +36.3% | +27.7% | +32.2% |
| 3Y | +99.4% | +2.3% | +97.1% | +76.8% |
| 5Y | +19.3% | -42.9% | +62.2% | +45.6% |
| All | +149.7% | +189.9% | -40.2% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling