+11,671.2%
COST vs TECH
+100,886.3%
-89,215.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -3.2% | +0.2% | -3.3% | -3.2% |
| 30D | -4.0% | +0.1% | -4.1% | -4.0% |
| 3M | -6.5% | +37.5% | -44.0% | -11.0% |
| 6M | -8.5% | +34.6% | -43.1% | -13.3% |
| YTD | +6.0% | +23.5% | -17.5% | +1.6% |
| 1Y | -5.8% | +34.4% | -40.2% | -11.2% |
| 3Y | +71.8% | +2.3% | +69.6% | +64.9% |
| 5Y | +106.2% | -41.7% | +148.0% | +112.4% |
| 10Y | +602.0% | +177.6% | +424.4% | +473.9% |
| All | +11,671.2% | +100,886.3% | -89,215.1% | +4,577.6% |
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