-14.9%
A vs TECH
-41.8%
+26.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | -2.1% | +0.2% | -2.2% | -2.1% |
| 30D | +0.6% | +0.1% | +0.5% | +0.5% |
| 3M | +10.9% | +37.5% | -26.6% | -7.0% |
| 6M | +28.2% | +34.6% | -6.4% | +6.5% |
| YTD | +8.6% | +23.5% | -14.9% | -6.0% |
| 1Y | +15.5% | +34.4% | -18.9% | -5.0% |
| 3Y | +31.8% | +2.3% | +29.5% | +20.4% |
| 5Y | -14.9% | -41.7% | +26.9% | +4.1% |
| All | -14.9% | -41.8% | +26.9% | +4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling