+112.4%
C vs TECH
-41.4%
+153.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +4.7% | +0.2% | +4.5% | +4.7% |
| 30D | +0.2% | +0.5% | -0.3% | 0.0% |
| 3M | -9.3% | +1.0% | -10.3% | -9.5% |
| 6M | -0.8% | +54.1% | -54.9% | -12.2% |
| YTD | +8.5% | +24.4% | -15.9% | +0.5% |
| 1Y | +23.1% | +19.3% | +3.8% | +15.2% |
| 3Y | +220.8% | +28.5% | +192.3% | +181.0% |
| 5Y | +112.4% | -41.0% | +153.4% | +103.2% |
| All | +112.4% | -41.4% | +153.8% | +103.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling