+165.5%
B vs TECH
+29.6%
+135.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | -7.3% | +0.1% | -7.5% | -7.3% |
| 30D | -3.3% | +0.5% | -3.9% | -3.4% |
| 3M | -7.8% | +1.1% | -8.9% | -7.9% |
| 6M | -15.5% | +62.8% | -78.4% | -21.5% |
| YTD | -12.3% | +24.5% | -36.7% | -15.7% |
| 1Y | +5.4% | +20.6% | -15.3% | +1.6% |
| 3Y | +165.5% | +29.5% | +136.1% | +164.4% |
| All | +165.5% | +29.6% | +135.9% | +164.4% |
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