+2,033.9%
XLK vs ACWI
+356.8%
+1,677.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +0.9% | +0.5% | +0.4% | +0.3% |
| 30D | +0.7% | +0.9% | -0.1% | -0.1% |
| 3M | -2.9% | +2.4% | -5.3% | -4.7% |
| 6M | +34.3% | +12.4% | +21.9% | +20.1% |
| YTD | +30.4% | +15.2% | +15.2% | +13.9% |
| 1Y | +43.4% | +22.7% | +20.6% | +17.8% |
| 3Y | +116.8% | +75.8% | +41.0% | +27.0% |
| 5Y | +144.0% | +67.7% | +76.3% | +52.5% |
| 10Y | +778.8% | +229.0% | +549.8% | +209.5% |
| All | +2,033.9% | +356.8% | +1,677.1% | +454.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling