+803.7%
B vs TECH
+101,053.8%
-100,250.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | +9.4% | +0.7% | +8.7% | +9.4% |
| 3M | +5.0% | +36.3% | -31.4% | +2.6% |
| 6M | -3.5% | +25.6% | -29.1% | -5.5% |
| YTD | +4.5% | +23.7% | -19.2% | +2.4% |
| 1Y | +67.8% | +37.6% | +30.1% | +63.2% |
| 3Y | +196.7% | -6.6% | +203.3% | +193.8% |
| 5Y | +151.9% | -42.2% | +194.2% | +154.9% |
| 10Y | +202.2% | +187.6% | +14.6% | +178.6% |
| All | +803.7% | +101,053.8% | -100,250.1% | +369.5% |
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 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