+703.1%
XLK vs LIN
+417.8%
+285.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.4% | -1.3% |
| 7D | -4.3% | +2.0% | -6.3% | -5.4% |
| 30D | -15.0% | +7.9% | -22.9% | -19.0% |
| 3M | -9.2% | +6.3% | -15.5% | -12.9% |
| 6M | -3.5% | +6.5% | -10.0% | -8.2% |
| YTD | +17.7% | +23.6% | -5.8% | +1.2% |
| 1Y | +14.9% | +25.7% | -10.8% | -2.6% |
| 3Y | +91.8% | +35.6% | +56.2% | +53.0% |
| 5Y | +113.1% | +65.9% | +47.2% | +46.7% |
| 10Y | +703.1% | +412.1% | +291.0% | +188.1% |
| All | +703.1% | +417.8% | +285.3% | +188.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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