+20.7%
XLK vs Q
+19.7%
+1.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -7.6% | -3.3% | -4.3% | -6.5% |
| 30D | -12.2% | -9.7% | -2.5% | -9.2% |
| 3M | -5.5% | -16.1% | +10.6% | -0.1% |
| 6M | +9.2% | -15.7% | +24.9% | +14.3% |
| YTD | +23.0% | +45.7% | -22.7% | +9.2% |
| 1Y | +20.7% | +18.0% | +2.7% | +12.9% |
| All | +20.7% | +19.7% | +1.0% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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