+2,371.3%
D vs TECH
+101,542.6%
-99,171.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.5% |
| YTD | +20.7% | +24.3% | -3.6% | +17.9% |
| 1Y | +18.2% | +25.8% | -7.6% | +15.3% |
| 3Y | +73.3% | +26.0% | +47.3% | +67.2% |
| 5Y | +12.3% | -40.1% | +52.4% | +13.5% |
| 10Y | +43.4% | +210.6% | -167.2% | +28.0% |
| All | +2,371.3% | +101,542.6% | -99,171.3% | +1,817.0% |
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