+68.4%
XLE vs TECH
+29.5%
+38.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.5% | +1.5% |
| 7D | +4.4% | +0.2% | +4.1% | +4.4% |
| 30D | -4.3% | +0.5% | -4.8% | -4.3% |
| 3M | +6.0% | +1.0% | +5.1% | +5.9% |
| 6M | +13.2% | +54.1% | -40.8% | +8.3% |
| YTD | +46.7% | +24.4% | +22.3% | +43.0% |
| 1Y | +46.6% | +19.3% | +27.3% | +43.6% |
| All | +68.4% | +29.5% | +38.8% | +58.3% |
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