+25.7%
C vs TECH
+21.0%
+4.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +4.2% | +0.1% | +4.0% | +4.1% |
| 30D | +2.0% | +0.5% | +1.5% | +1.9% |
| 3M | -10.1% | +1.1% | -11.2% | -10.3% |
| 6M | +1.0% | +62.8% | -61.8% | -8.1% |
| YTD | +8.5% | +24.5% | -16.0% | +3.2% |
| 1Y | +25.7% | +20.6% | +5.1% | +20.1% |
| All | +25.7% | +21.0% | +4.7% | +20.1% |
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