+356.1%
ALL vs TECH
+178.6%
+177.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.3% |
| 7D | -1.7% | +0.2% | -1.9% | -1.7% |
| 30D | -4.7% | +0.1% | -4.8% | -4.7% |
| 3M | +18.4% | +37.5% | -19.1% | +12.6% |
| 6M | +20.5% | +34.6% | -14.1% | +14.0% |
| YTD | +23.5% | +23.5% | +0.1% | +18.1% |
| 1Y | +29.0% | +34.4% | -5.4% | +21.0% |
| 3Y | +153.7% | +2.3% | +151.4% | +142.6% |
| 5Y | +114.8% | -41.7% | +156.5% | +129.5% |
| 10Y | +356.1% | +177.6% | +178.5% | +195.3% |
| All | +356.1% | +178.6% | +177.5% | +195.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling