+804.3%
XLK vs ACWI
+226.5%
+577.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.8% |
| 7D | +2.3% | 0.0% | +2.3% | +2.3% |
| 30D | +0.8% | -0.6% | +1.4% | +1.6% |
| 3M | +4.1% | +4.3% | -0.2% | -1.0% |
| 6M | +34.8% | +12.7% | +22.1% | +16.2% |
| YTD | +30.8% | +13.9% | +16.9% | +11.4% |
| 1Y | +42.4% | +20.5% | +21.8% | +13.0% |
| 3Y | +121.8% | +76.5% | +45.3% | +10.2% |
| 5Y | +146.6% | +67.5% | +79.1% | +33.0% |
| 10Y | +804.3% | +231.8% | +572.4% | +127.7% |
| All | +804.3% | +226.5% | +577.7% | +127.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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