+16.8%
A vs TECH
-41.1%
+57.9%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.1% |
| 7D | +4.8% | +0.2% | +4.5% | +4.6% |
| 30D | +5.6% | +0.5% | +5.1% | +5.4% |
| 3M | +23.6% | +0.9% | +22.8% | +23.1% |
| 6M | +56.4% | +51.0% | +5.3% | +24.9% |
| YTD | +33.4% | +24.4% | +9.0% | +15.1% |
| 1Y | +23.7% | +27.6% | -3.9% | +5.1% |
| 3Y | +71.0% | +29.9% | +41.1% | +35.7% |
| 5Y | +16.8% | -40.6% | +57.5% | +44.6% |
| All | +16.8% | -41.1% | +57.9% | +44.6% |
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 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