+1,477.5%
XLK vs TECH
+3,206.1%
-1,728.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +2.3% | +0.2% | +2.1% | +2.3% |
| 30D | -0.1% | +0.1% | -0.2% | -0.1% |
| 3M | +2.1% | +37.5% | -35.4% | -7.3% |
| 6M | +37.2% | +34.6% | +2.6% | +23.3% |
| YTD | +30.8% | +23.5% | +7.3% | +20.0% |
| 1Y | +42.6% | +34.4% | +8.2% | +26.7% |
| 3Y | +121.8% | +2.3% | +119.5% | +105.6% |
| 5Y | +145.7% | -41.7% | +187.4% | +164.2% |
| 10Y | +782.1% | +177.6% | +604.4% | +509.2% |
| All | +1,477.5% | +3,206.1% | -1,728.6% | +454.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 all: compounded portfolio wealth divided by compounded TECH 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…
all analysis · Full analysis span regression · 6 months rolling