+122.8%
DAL vs TECH
+208.1%
-85.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | +8.8% | +0.2% | +8.6% | +8.7% |
| 30D | +5.4% | +0.3% | +5.0% | +5.3% |
| 3M | -4.9% | +1.3% | -6.3% | -5.4% |
| 6M | +19.8% | +54.0% | -34.1% | +1.4% |
| YTD | +27.0% | +24.3% | +2.7% | +14.3% |
| 1Y | +52.5% | +25.8% | +26.6% | +36.5% |
| 3Y | +173.8% | +26.0% | +147.9% | +133.9% |
| 5Y | +104.5% | -40.1% | +144.7% | +122.1% |
| All | +122.8% | +208.1% | -85.3% | +8.9% |
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 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