+25.8%
XLK vs Q
+71.3%
-45.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.1% |
| 7D | +0.9% | +0.2% | +0.6% | +0.8% |
| 30D | +0.7% | -11.1% | +11.9% | +4.5% |
| 3M | -2.9% | -22.1% | +19.2% | +4.6% |
| 6M | +34.3% | +0.5% | +33.8% | +33.2% |
| YTD | +30.4% | +47.8% | -17.4% | +16.8% |
| All | +25.8% | +71.3% | -45.6% | +16.3% |
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