+166.1%
B vs TECH
+25.9%
+140.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | +9.6% | +0.2% | +9.4% | +9.6% |
| 30D | +3.5% | +0.3% | +3.2% | +3.5% |
| 3M | -1.6% | +1.3% | -2.9% | -1.7% |
| 6M | -1.7% | +54.0% | -55.6% | -8.0% |
| YTD | -5.3% | +24.3% | -29.6% | -9.0% |
| 1Y | +27.2% | +25.8% | +1.4% | +21.9% |
| 3Y | +166.1% | +26.0% | +140.1% | +160.3% |
| All | +166.1% | +25.9% | +140.2% | +160.3% |
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