+143.3%
DELL vs TECH
+19.5%
+123.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.1% | -8.9% | -8.8% |
| 7D | -24.6% | +0.1% | -24.6% | -24.6% |
| 30D | -32.5% | +0.2% | -32.7% | -32.5% |
| 3M | -20.2% | +1.0% | -21.2% | -20.2% |
| 6M | +76.5% | +33.3% | +43.2% | +72.4% |
| YTD | +198.9% | +24.2% | +174.7% | +199.3% |
| 1Y | +143.3% | +19.7% | +123.6% | +145.3% |
| All | +143.3% | +19.5% | +123.9% | +145.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling