+43.4%
XLK vs NI
+1.4%
+42.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +0.7% |
| 7D | +0.9% | +2.0% | -1.2% | +0.9% |
| 30D | +0.7% | -3.5% | +4.3% | +0.7% |
| 3M | -2.9% | -9.1% | +6.2% | -3.4% |
| 6M | +34.3% | -11.8% | +46.1% | +33.7% |
| YTD | +30.4% | +1.1% | +29.3% | +26.9% |
| 1Y | +43.4% | +6.7% | +36.7% | +38.9% |
| All | +43.4% | +1.4% | +42.0% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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