+1,920.9%
XEL vs TECH
+100,886.3%
-98,965.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +1.3% | +0.2% | +1.1% | +1.3% |
| 30D | -1.5% | +0.1% | -1.7% | -1.5% |
| 3M | -0.2% | +37.5% | -37.7% | -2.6% |
| 6M | -5.4% | +34.6% | -40.0% | -7.9% |
| YTD | +5.6% | +23.5% | -17.8% | +3.4% |
| 1Y | +10.5% | +34.4% | -23.9% | +7.3% |
| 3Y | +49.2% | +2.3% | +46.9% | +46.3% |
| 5Y | +30.1% | -41.7% | +71.8% | +31.7% |
| 10Y | +146.7% | +177.6% | -31.0% | +123.1% |
| All | +1,920.9% | +100,886.3% | -98,965.4% | +1,414.6% |
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