+146.6%
XLK vs MSCI
-11.7%
+158.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.8% | +4.1% | +1.8% |
| 7D | +2.3% | -2.1% | +4.4% | +3.1% |
| 30D | -0.1% | -1.7% | +1.7% | +0.5% |
| 3M | +2.1% | -8.2% | +10.3% | +4.5% |
| 6M | +37.2% | -2.4% | +39.6% | +35.9% |
| YTD | +30.8% | -2.8% | +33.6% | +29.1% |
| 1Y | +42.6% | -2.7% | +45.3% | +39.6% |
| 3Y | +121.8% | +7.3% | +114.5% | +100.8% |
| All | +146.6% | -11.7% | +158.3% | +131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 5y: compounded portfolio wealth divided by compounded MSCI 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…
5y analysis · Full analysis span regression · 6 months rolling