+100.2%
XBI vs TECH
+1.2%
+99.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -4.6% | -0.5% | -4.1% | -4.5% |
| 30D | -0.8% | 0.0% | -0.8% | -0.8% |
| 3M | +21.8% | +37.4% | -15.6% | +9.7% |
| 6M | +23.2% | +36.9% | -13.7% | +9.1% |
| YTD | +28.7% | +23.1% | +5.6% | +17.7% |
| 1Y | +67.8% | +42.2% | +25.5% | +43.5% |
| All | +100.2% | +1.2% | +99.0% | +90.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling