+3,646.0%
ALL vs TECH
+10,064.3%
-6,418.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.7% |
| 3M | -7.0% | +1.3% | -8.3% | -7.2% |
| 6M | +18.0% | +54.0% | -35.9% | +11.1% |
| YTD | +24.2% | +24.3% | -0.1% | +19.4% |
| 1Y | +31.2% | +25.8% | +5.4% | +25.8% |
| 3Y | +107.5% | +26.0% | +81.6% | +94.4% |
| 5Y | +144.8% | -40.1% | +184.9% | +149.9% |
| 10Y | +375.8% | +210.6% | +165.2% | +285.3% |
| All | +3,646.0% | +10,064.3% | -6,418.3% | +2,260.7% |
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