+19.8%
XBI vs TECH
-42.4%
+62.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -4.6% | -0.5% | -4.1% | -4.4% |
| 30D | -0.8% | 0.0% | -0.8% | -0.8% |
| 3M | +21.8% | +37.4% | -15.6% | +5.8% |
| 6M | +23.2% | +36.9% | -13.7% | +4.6% |
| YTD | +28.7% | +23.1% | +5.6% | +13.7% |
| 1Y | +67.8% | +42.2% | +25.5% | +36.5% |
| 3Y | +100.6% | +1.9% | +98.7% | +83.2% |
| 5Y | +19.8% | -42.9% | +62.7% | +39.7% |
| All | +19.8% | -42.4% | +62.2% | +39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling