+20.7%
XLK vs NDAQ
+28.8%
-8.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.2% |
| 7D | -7.6% | +3.9% | -11.5% | -7.8% |
| 30D | -12.2% | +19.0% | -31.2% | -13.4% |
| 3M | -5.5% | +17.6% | -23.0% | -6.7% |
| 6M | +9.2% | +21.0% | -11.8% | +8.0% |
| YTD | +23.0% | +14.1% | +8.9% | +23.8% |
| 1Y | +20.7% | +29.4% | -8.7% | +16.4% |
| All | +20.7% | +28.8% | -8.1% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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