+226.1%
XLI vs TECH
+187.9%
+38.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | +3.8% | +0.1% | +3.6% | +3.7% |
| 30D | +1.0% | +0.5% | +0.5% | +0.9% |
| 3M | -8.9% | +1.1% | -10.0% | -9.2% |
| 6M | -2.3% | +62.8% | -65.1% | -14.2% |
| YTD | +9.7% | +24.5% | -14.8% | +1.5% |
| 1Y | +12.3% | +20.6% | -8.3% | +4.7% |
| 3Y | +71.5% | +29.5% | +42.0% | +49.3% |
| 5Y | +70.2% | -40.9% | +111.1% | +84.7% |
| All | +226.1% | +187.9% | +38.2% | +88.2% |
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