+14,227.5%
COST vs TECH
+101,682.4%
-87,454.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +5.0% | +0.1% | +4.9% | +5.0% |
| 30D | +12.8% | +0.5% | +12.3% | +12.7% |
| 3M | +15.2% | +1.1% | +14.1% | +15.0% |
| 6M | +7.4% | +62.8% | -55.4% | -0.3% |
| YTD | +29.0% | +24.5% | +4.6% | +23.5% |
| 1Y | +20.3% | +20.6% | -0.4% | +15.5% |
| 3Y | +99.0% | +29.5% | +69.5% | +84.7% |
| 5Y | +125.7% | -40.9% | +166.6% | +132.2% |
| 10Y | +775.3% | +189.5% | +585.8% | +612.0% |
| All | +14,227.5% | +101,682.4% | -87,454.9% | +5,587.1% |
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