-38.7%
DOCS vs TECH
-33.6%
-5.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | -0.8% | +0.2% | -0.9% | -0.8% |
| 30D | +17.4% | +0.3% | +17.1% | +17.2% |
| 3M | +57.4% | +1.3% | +56.0% | +56.5% |
| 6M | +26.5% | +54.0% | -27.4% | +1.1% |
| YTD | -26.6% | +24.3% | -50.9% | -36.4% |
| 1Y | -48.1% | +25.8% | -73.9% | -55.3% |
| 3Y | +52.6% | +26.0% | +26.7% | +10.9% |
| 5Y | -52.1% | -40.1% | -12.0% | -36.6% |
| All | -38.7% | -33.6% | -5.1% | -23.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling