+211.9%
B vs TECH
+179.6%
+32.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | +1.0% | -0.1% | +1.1% | +1.1% |
| 30D | +9.5% | +0.3% | +9.2% | +9.5% |
| 3M | +14.3% | +32.9% | -18.6% | +9.8% |
| 6M | -1.9% | +32.1% | -33.9% | -6.4% |
| YTD | +4.1% | +23.4% | -19.3% | +0.2% |
| 1Y | +56.1% | +34.1% | +22.1% | +48.3% |
| 3Y | +202.0% | +2.2% | +199.8% | +193.5% |
| 5Y | +158.8% | -41.8% | +200.6% | +162.7% |
| 10Y | +211.9% | +188.9% | +23.0% | +230.5% |
| All | +211.9% | +179.6% | +32.3% | +230.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling