+580.2%
A vs TECH
+1,595.0%
-1,014.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +1.4% | +0.2% | +1.2% | +1.3% |
| 30D | +4.3% | +0.5% | +3.8% | +4.1% |
| 3M | +19.8% | +1.1% | +18.7% | +19.3% |
| 6M | +54.4% | +51.0% | +3.3% | +28.2% |
| YTD | +31.7% | +24.4% | +7.4% | +16.8% |
| 1Y | +22.4% | +27.4% | -5.0% | +7.4% |
| 3Y | +67.7% | +28.5% | +39.2% | +42.6% |
| 5Y | +15.7% | -40.9% | +56.6% | +34.2% |
| 10Y | +308.7% | +192.5% | +116.2% | +143.3% |
| All | +580.2% | +1,595.0% | -1,014.8% | +103.5% |
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 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