+43.4%
XLK vs TE
+132.3%
-89.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.6% |
| 7D | +0.9% | -4.0% | +4.8% | +1.2% |
| 30D | +0.7% | -15.9% | +16.6% | +2.0% |
| 3M | -2.9% | -60.5% | +57.6% | +2.9% |
| 6M | +34.3% | -35.2% | +69.5% | +37.1% |
| YTD | +30.4% | -31.1% | +61.5% | +32.3% |
| 1Y | +43.4% | +148.6% | -105.3% | +42.3% |
| All | +43.4% | +132.3% | -89.0% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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