+552.8%
XLP vs TECH
+3,227.6%
-2,674.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | +0.7% | +0.2% | +0.6% | +0.7% |
| 30D | +10.3% | +0.3% | +9.9% | +10.2% |
| 3M | +6.5% | +1.3% | +5.2% | +6.4% |
| 6M | +8.4% | +54.0% | -45.6% | +2.5% |
| YTD | +18.2% | +24.3% | -6.1% | +14.0% |
| 1Y | +22.4% | +25.8% | -3.4% | +17.8% |
| 3Y | +41.9% | +26.0% | +15.9% | +33.8% |
| 5Y | +40.9% | -40.1% | +81.0% | +43.9% |
| 10Y | +128.4% | +210.6% | -82.2% | +87.4% |
| All | +552.8% | +3,227.6% | -2,674.8% | +344.0% |
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