+1,458.7%
DIS vs TECH
+101,053.8%
-99,595.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | +3.5% | +0.7% | +2.8% | +3.4% |
| 3M | +6.8% | +36.3% | -29.5% | +0.9% |
| 6M | +3.0% | +25.6% | -22.6% | -2.2% |
| YTD | -6.7% | +23.7% | -30.4% | -11.3% |
| 1Y | -10.1% | +37.6% | -47.7% | -16.4% |
| 3Y | +33.0% | -6.6% | +39.6% | +29.5% |
| 5Y | -40.0% | -42.2% | +2.2% | -37.5% |
| 10Y | +21.1% | +187.6% | -166.5% | -2.7% |
| All | +1,458.7% | +101,053.8% | -99,595.1% | +705.9% |
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 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