+253.9%
XLI vs TECH
+189.9%
+64.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -1.7% | -0.4% | -1.2% | -1.5% |
| 30D | -7.3% | 0.0% | -7.2% | -7.3% |
| 3M | -1.3% | +33.7% | -35.0% | -8.8% |
| 6M | +2.2% | +34.9% | -32.7% | -7.1% |
| YTD | +11.7% | +23.2% | -11.5% | +3.6% |
| 1Y | +14.3% | +36.3% | -22.0% | +2.4% |
| 3Y | +70.3% | +2.3% | +68.1% | +59.3% |
| 5Y | +82.3% | -42.9% | +125.2% | +99.5% |
| All | +253.9% | +189.9% | +64.0% | +102.5% |
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