+943.2%
XBI vs TECH
+511.6%
+431.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -1.0% | -1.1% |
| 7D | -0.9% | +0.2% | -1.1% | -1.0% |
| 30D | +2.9% | +0.1% | +2.8% | +2.8% |
| 3M | +26.2% | +37.5% | -11.3% | +4.7% |
| 6M | +30.7% | +34.6% | -3.9% | +6.2% |
| YTD | +32.9% | +23.5% | +9.5% | +12.0% |
| 1Y | +72.3% | +34.4% | +37.9% | +36.3% |
| 3Y | +107.2% | +2.3% | +104.9% | +79.7% |
| 5Y | +23.2% | -41.7% | +64.9% | +46.6% |
| 10Y | +158.5% | +177.6% | -19.1% | +5.7% |
| All | +943.2% | +511.6% | +431.6% | +170.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling