Performance Attribution Analysis

In a recent performance evaluation of an equity portfolio, a portfolio manager conducted an attribution analysis to determine the sources of performance relative to a benchmark. The results indicated that:

- The portfolio's return was 8%, compared to the benchmark's return of 6%.

- The manager noted that a significant part of the outperformance was attributable to sector allocation, particularly in the technology sector, where the portfolio had a 10% allocation compared to the benchmark's 5%. Additionally, stock selection within the healthcare sector also contributed positively, as the portfolio experienced higher returns from selected healthcare stocks compared to the benchmark.

After considering both sector allocation and stock selection effects, which of the following conclusions can be drawn regarding the performance attribution results?