+43.4%
XLK vs HDB
-34.6%
+78.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | +0.9% | +0.4% | +0.4% | +0.8% |
| 30D | +0.7% | -2.8% | +3.5% | +1.2% |
| 3M | -2.9% | -3.5% | +0.6% | -3.0% |
| 6M | +34.3% | -24.7% | +59.0% | +37.6% |
| YTD | +30.4% | -36.6% | +67.0% | +33.8% |
| 1Y | +43.4% | -34.4% | +77.7% | +46.4% |
| All | +43.4% | -34.6% | +78.0% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 1y: compounded portfolio wealth divided by compounded HDB 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…
1y analysis · Full analysis span regression · 6 months rolling