+513.3%
XRT vs TECH
+587.3%
-74.0%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | -4.2% | +0.7% | -4.9% | -4.4% |
| 3M | +5.1% | +36.3% | -31.3% | -7.5% |
| 6M | +2.4% | +25.6% | -23.2% | -8.7% |
| YTD | +3.2% | +23.7% | -20.5% | -7.9% |
| 1Y | +1.5% | +37.6% | -36.1% | -14.0% |
| 3Y | +40.6% | -6.6% | +47.1% | +32.9% |
| 5Y | -1.0% | -42.2% | +41.2% | +11.1% |
| 10Y | +128.4% | +187.6% | -59.2% | +13.2% |
| All | +513.3% | +587.3% | -74.0% | +84.6% |
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