+73.0%
XLF vs TECH
+1.2%
+71.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -2.9% | -0.5% | -2.4% | -2.8% |
| 30D | -1.6% | 0.0% | -1.6% | -1.6% |
| 3M | +9.3% | +37.4% | -28.2% | +4.1% |
| 6M | +14.6% | +36.9% | -22.3% | +8.4% |
| YTD | +4.7% | +23.1% | -18.4% | +0.6% |
| 1Y | +8.6% | +42.2% | -33.6% | +1.4% |
| All | +73.0% | +1.2% | +71.9% | +70.4% |
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