+788.5%
XLK vs EQT
+50.4%
+738.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.5% |
| 7D | +0.2% | -2.0% | +2.2% | +0.5% |
| 30D | -0.6% | 0.0% | -0.6% | -0.7% |
| 3M | +2.6% | +5.9% | -3.4% | +1.6% |
| 6M | +34.0% | -14.8% | +48.8% | +36.3% |
| YTD | +30.7% | +1.8% | +28.9% | +29.7% |
| 1Y | +39.2% | +7.4% | +31.8% | +37.0% |
| 3Y | +120.4% | +33.6% | +86.8% | +109.1% |
| 5Y | +148.8% | +199.3% | -50.5% | +111.7% |
| All | +788.5% | +50.4% | +738.1% | +636.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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