+50.6%
DDOG vs TECH
-41.8%
+92.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -6.1% | +0.2% | -6.3% | -6.2% |
| 30D | -10.1% | +0.1% | -10.3% | -10.2% |
| 3M | -9.3% | +37.5% | -46.8% | -23.3% |
| 6M | +67.2% | +34.6% | +32.6% | +39.6% |
| YTD | +54.6% | +23.5% | +31.1% | +33.7% |
| 1Y | +54.1% | +34.4% | +19.7% | +24.8% |
| 3Y | +115.3% | +2.3% | +113.0% | +83.0% |
| 5Y | +50.6% | -41.7% | +92.3% | +122.1% |
| All | +50.6% | -41.8% | +92.4% | +122.1% |
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