+41.6%
D vs TECH
+208.1%
-166.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | +3.0% | +0.2% | +2.8% | +2.9% |
| 30D | +11.5% | +0.3% | +11.1% | +11.4% |
| 3M | +3.7% | +1.3% | +2.4% | +3.5% |
| 6M | +13.5% | +54.0% | -40.4% | +6.6% |
| YTD | +20.7% | +24.3% | -3.6% | +15.8% |
| 1Y | +18.2% | +25.8% | -7.6% | +13.1% |
| 3Y | +73.3% | +26.0% | +47.3% | +61.4% |
| 5Y | +12.3% | -40.1% | +52.4% | +15.2% |
| All | +41.6% | +208.1% | -166.5% | +22.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling