+46.9%
XEL vs TECH
+1.4%
+45.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +0.9% | -0.1% | +1.0% | +0.9% |
| 30D | -0.9% | +0.3% | -1.2% | -0.9% |
| 3M | -1.4% | +32.9% | -34.4% | -3.0% |
| 6M | -5.8% | +32.1% | -37.9% | -7.6% |
| YTD | +4.7% | +23.4% | -18.7% | +3.0% |
| 1Y | +9.1% | +34.1% | -25.0% | +6.3% |
| All | +46.9% | +1.4% | +45.5% | +53.4% |
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