+20.5%
C vs TECH
+21.1%
-0.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | -6.0% | +0.3% | -6.3% | -6.0% |
| 3M | -10.5% | +1.3% | -11.9% | -10.7% |
| 6M | -5.7% | +54.0% | -59.7% | -13.3% |
| YTD | +4.1% | +24.3% | -20.2% | -0.9% |
| 1Y | +20.5% | +25.8% | -5.3% | +14.2% |
| All | +20.5% | +21.1% | -0.6% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling