+20.7%
XLK vs SPOT
+0.4%
+20.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | +0.2% |
| 7D | -7.6% | +16.6% | -24.2% | -7.1% |
| 30D | -12.2% | +29.9% | -42.1% | -11.7% |
| 3M | -5.5% | +31.3% | -36.7% | -5.4% |
| 6M | +9.2% | +43.2% | -34.0% | +8.1% |
| YTD | +23.0% | +8.1% | +15.0% | +27.8% |
| 1Y | +20.7% | -0.3% | +21.0% | +27.3% |
| All | +20.7% | +0.4% | +20.3% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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