+11.7%
D vs TECH
-41.0%
+52.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | +7.7% | +0.5% | +7.2% | +7.7% |
| 3M | -0.3% | +1.1% | -1.4% | -0.4% |
| 6M | +10.1% | +62.8% | -52.8% | +3.8% |
| YTD | +19.1% | +24.5% | -5.4% | +15.0% |
| 1Y | +15.9% | +20.6% | -4.7% | +12.3% |
| 3Y | +75.0% | +29.5% | +45.5% | +63.4% |
| All | +11.7% | -41.0% | +52.6% | +9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling