+139.9%
XLC vs TECH
+84.2%
+55.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -1.4% | -0.1% | -1.3% | -1.4% |
| 30D | -0.9% | +0.3% | -1.2% | -1.0% |
| 3M | -0.3% | +32.9% | -33.3% | -8.3% |
| 6M | -5.2% | +32.1% | -37.2% | -13.9% |
| YTD | -5.3% | +23.4% | -28.7% | -12.9% |
| 1Y | -2.8% | +34.1% | -36.9% | -13.6% |
| 3Y | +71.2% | +2.2% | +69.0% | +58.2% |
| 5Y | +37.6% | -41.8% | +79.4% | +52.4% |
| All | +139.9% | +84.2% | +55.6% | +50.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling