+1,475.9%
XLK vs GFI
+2,314.6%
-838.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.4% | +1.3% |
| 7D | +0.2% | -2.7% | +2.9% | +0.3% |
| 30D | -0.6% | +13.2% | -13.9% | -1.3% |
| 3M | +2.6% | +28.5% | -25.9% | +1.1% |
| 6M | +34.0% | -6.2% | +40.1% | +33.9% |
| YTD | +30.7% | +8.7% | +22.0% | +29.5% |
| 1Y | +39.2% | +24.8% | +14.3% | +36.8% |
| 3Y | +120.4% | +298.0% | -177.6% | +103.6% |
| 5Y | +148.8% | +546.0% | -397.2% | +122.4% |
| 10Y | +803.3% | +1,069.8% | -266.5% | +667.8% |
| All | +1,475.9% | +2,314.6% | -838.8% | +1,159.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded GFI 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling