+38.4%
XLC vs TECH
-41.7%
+80.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.8% | +0.1% | -1.0% | -0.9% |
| 30D | +1.0% | +0.7% | +0.3% | +0.9% |
| 3M | -0.7% | +36.3% | -37.0% | -7.6% |
| 6M | -5.1% | +25.6% | -30.7% | -11.1% |
| YTD | -4.3% | +23.7% | -28.0% | -10.4% |
| 1Y | -0.6% | +37.6% | -38.2% | -10.3% |
| 3Y | +72.7% | -6.6% | +79.3% | +68.5% |
| All | +38.4% | -41.7% | +80.1% | +48.8% |
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