+3,716.0%
ALL vs TECH
+10,015.4%
-6,299.5%
-77.0%
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 | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -1.5% | +0.7% | -2.2% | -1.6% |
| 3M | +23.6% | +36.3% | -12.7% | +18.4% |
| 6M | +22.3% | +25.6% | -3.2% | +17.7% |
| YTD | +26.5% | +23.7% | +2.8% | +21.7% |
| 1Y | +27.0% | +37.6% | -10.6% | +20.0% |
| 3Y | +149.6% | -6.6% | +156.2% | +143.2% |
| 5Y | +118.1% | -42.2% | +160.3% | +123.6% |
| 10Y | +369.0% | +187.6% | +181.4% | +283.2% |
| All | +3,716.0% | +10,015.4% | -6,299.5% | +2,306.3% |
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 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