+39.2%
XLK vs HDB
-33.5%
+72.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.9% | -5.5% | +0.3% |
| 7D | +0.2% | +0.7% | -0.5% | +0.1% |
| 30D | -0.6% | +1.0% | -1.6% | -0.9% |
| 3M | +2.6% | -2.0% | +4.5% | +2.1% |
| 6M | +34.0% | -18.1% | +52.1% | +36.2% |
| YTD | +30.7% | -36.1% | +66.8% | +33.5% |
| 1Y | +39.2% | -34.0% | +73.2% | +41.5% |
| All | +39.2% | -33.5% | +72.7% | +41.5% |
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