+18.5%
D vs TECH
+34.8%
-16.3%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | +0.1% | +1.3% | +1.5% |
| 30D | -2.6% | +0.7% | -3.3% | -2.6% |
| 3M | 0.0% | +36.3% | -36.3% | -1.3% |
| 6M | +7.4% | +25.6% | -18.2% | +5.6% |
| YTD | +15.9% | +23.7% | -7.8% | +14.2% |
| All | +18.5% | +34.8% | -16.3% | +16.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling