+208.5%
B vs TECH
+179.8%
+28.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | +2.3% | +0.2% | +2.1% | +2.3% |
| 30D | +1.4% | +0.1% | +1.2% | +1.3% |
| 3M | +12.2% | +37.5% | -25.3% | +7.2% |
| 6M | -2.1% | +34.6% | -36.7% | -6.9% |
| YTD | +2.9% | +23.5% | -20.5% | -0.9% |
| 1Y | +55.3% | +34.4% | +20.9% | +47.5% |
| 3Y | +198.7% | +2.3% | +196.4% | +190.3% |
| 5Y | +153.8% | -41.7% | +195.5% | +157.6% |
| All | +208.5% | +179.8% | +28.7% | +226.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling