+1,163.5%
C vs TECH
+101,053.9%
-99,890.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +3.6% | +0.1% | +3.5% | +3.6% |
| 30D | +0.1% | +0.7% | -0.7% | -0.1% |
| 3M | +2.4% | +36.3% | -33.9% | -5.3% |
| 6M | +24.9% | +25.6% | -0.6% | +16.7% |
| YTD | +19.8% | +23.7% | -3.9% | +12.0% |
| 1Y | +44.9% | +37.6% | +7.2% | +31.2% |
| 3Y | +263.0% | -6.6% | +269.6% | +251.6% |
| 5Y | +129.5% | -42.2% | +171.8% | +143.6% |
| 10Y | +291.6% | +187.6% | +104.0% | +183.6% |
| All | +1,163.5% | +101,053.9% | -99,890.3% | +351.1% |
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 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