+719.1%
B vs TECH
+101,542.6%
-100,823.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.7% |
| YTD | -5.3% | +24.3% | -29.6% | -7.2% |
| 1Y | +27.2% | +25.8% | +1.4% | +24.6% |
| 3Y | +166.1% | +26.0% | +140.1% | +158.8% |
| 5Y | +136.5% | -40.1% | +176.6% | +139.0% |
| 10Y | +172.2% | +210.6% | -38.4% | +150.0% |
| All | +719.1% | +101,542.6% | -100,823.5% | +325.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling