+803.2%
APP vs TECH
+29.9%
+773.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | +61.1% | +0.2% | +60.9% | +61.0% |
| 30D | +42.8% | +0.5% | +42.3% | +42.6% |
| 3M | +16.7% | +1.1% | +15.6% | +16.5% |
| 6M | -15.6% | +51.0% | -66.6% | -22.5% |
| YTD | -41.3% | +24.4% | -65.7% | -44.4% |
| 1Y | -39.3% | +27.4% | -66.7% | -42.8% |
| 3Y | +803.2% | +28.5% | +774.7% | +643.5% |
| All | +803.2% | +29.9% | +773.3% | +643.5% |
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