+145.0%
ALL vs TECH
-40.1%
+185.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.6% | -4.5% |
| 7D | -1.9% | +0.2% | -2.1% | -2.0% |
| 30D | +13.8% | +0.3% | +13.4% | +13.8% |
| 3M | -7.0% | +1.3% | -8.3% | -7.1% |
| 6M | +18.0% | +54.0% | -35.9% | +14.1% |
| YTD | +24.2% | +24.3% | -0.1% | +21.6% |
| 1Y | +31.2% | +25.8% | +5.4% | +28.2% |
| 3Y | +107.5% | +26.0% | +81.6% | +97.1% |
| All | +145.0% | -40.1% | +185.1% | +149.2% |
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