+119.1%
ALL vs TECH
+29.6%
+89.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +5.0% | +0.1% | +4.9% | +5.0% |
| 30D | +13.3% | +0.5% | +12.8% | +13.3% |
| 3M | +3.2% | +1.1% | +2.1% | +3.2% |
| 6M | +25.3% | +62.8% | -37.5% | +23.5% |
| YTD | +30.5% | +24.5% | +6.0% | +29.5% |
| 1Y | +29.2% | +20.6% | +8.6% | +28.4% |
| 3Y | +119.1% | +29.5% | +89.6% | +116.3% |
| All | +119.1% | +29.6% | +89.5% | +116.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling