+218.0%
XLE vs TECH
-42.5%
+260.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.9% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | +11.8% | +0.7% | +11.1% | +11.7% |
| 3M | +9.8% | +36.3% | -26.5% | +5.7% |
| 6M | +15.6% | +25.6% | -10.0% | +11.8% |
| YTD | +45.3% | +23.7% | +21.6% | +40.5% |
| 1Y | +48.3% | +37.6% | +10.7% | +40.7% |
| 3Y | +55.4% | -6.6% | +62.0% | +52.3% |
| All | +218.0% | -42.5% | +260.5% | +211.9% |
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