+152.6%
XRT vs TECH
+204.1%
-51.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.6% |
| 7D | +2.5% | +0.2% | +2.3% | +2.4% |
| 30D | +10.3% | +0.5% | +9.8% | +10.2% |
| 3M | +2.4% | +0.9% | +1.5% | +2.1% |
| 6M | +10.0% | +51.0% | -41.1% | -4.7% |
| YTD | +9.5% | +24.4% | -14.8% | -0.6% |
| 1Y | +17.2% | +27.6% | -10.4% | +5.2% |
| 3Y | +62.0% | +29.9% | +32.1% | +37.9% |
| 5Y | -2.1% | -40.6% | +38.5% | +6.9% |
| 10Y | +152.6% | +196.7% | -44.2% | +39.5% |
| All | +152.6% | +204.1% | -51.6% | +39.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling