+676.3%
DELL vs TECH
+1.5%
+674.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.0% | +1.9% |
| 7D | +25.6% | +0.2% | +25.4% | +25.6% |
| 30D | +17.7% | +0.1% | +17.5% | +17.6% |
| 3M | +33.4% | +37.5% | -4.1% | +23.7% |
| 6M | +266.2% | +34.6% | +231.6% | +235.3% |
| YTD | +328.0% | +23.5% | +304.5% | +302.0% |
| 1Y | +339.6% | +34.4% | +305.2% | +300.6% |
| All | +676.3% | +1.5% | +674.8% | +671.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling