+7.6%
DOCS vs TECH
-0.6%
+8.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.2% | -7.2% | -7.3% |
| 7D | -7.3% | +0.2% | -7.5% | -7.4% |
| 30D | -10.9% | +0.1% | -11.0% | -10.9% |
| 3M | +20.3% | +37.5% | -17.2% | +10.6% |
| 6M | -3.6% | +34.6% | -38.2% | -11.8% |
| YTD | -44.9% | +23.5% | -68.3% | -48.5% |
| 1Y | -64.9% | +34.4% | -99.3% | -67.9% |
| 3Y | +7.6% | +2.3% | +5.4% | -2.3% |
| All | +7.6% | -0.6% | +8.2% | -2.3% |
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 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