-61.5%
DOCS vs TECH
+36.9%
-98.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.7% | -2.8% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | +21.8% | +0.7% | +21.1% | +21.7% |
| 3M | +27.3% | +36.3% | -9.1% | +17.6% |
| 6M | -0.3% | +25.6% | -25.9% | -7.1% |
| YTD | -40.5% | +23.7% | -64.2% | -44.7% |
| 1Y | -61.5% | +37.6% | -99.2% | -63.4% |
| All | -61.5% | +36.9% | -98.5% | -63.4% |
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