+1,475.9%
XLK vs BNY
+701.3%
+774.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.2% | -1.3% | +1.5% | +0.7% |
| 30D | -0.6% | -0.2% | -0.5% | -0.6% |
| 3M | +2.6% | +14.9% | -12.4% | -2.9% |
| 6M | +34.0% | +40.0% | -6.0% | +17.9% |
| YTD | +30.7% | +42.0% | -11.3% | +14.2% |
| 1Y | +39.2% | +56.9% | -17.7% | +17.2% |
| 3Y | +120.4% | +289.9% | -169.4% | +32.2% |
| 5Y | +148.8% | +259.2% | -110.4% | +51.9% |
| 10Y | +803.3% | +413.3% | +390.0% | +365.1% |
| All | +1,475.9% | +701.3% | +774.6% | +440.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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