+73.3%
D vs TECH
+25.9%
+47.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | +3.0% | +0.2% | +2.8% | +3.0% |
| 30D | +11.5% | +0.3% | +11.1% | +11.5% |
| 3M | +3.7% | +1.3% | +2.4% | +3.6% |
| 6M | +13.5% | +54.0% | -40.4% | +8.4% |
| YTD | +20.7% | +24.3% | -3.6% | +17.1% |
| 1Y | +18.2% | +25.8% | -7.6% | +14.4% |
| 3Y | +73.3% | +26.0% | +47.3% | +53.4% |
| All | +73.3% | +25.9% | +47.4% | +53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling