-51.1%
DOCS vs TECH
-39.6%
-11.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -4.3% |
| 7D | -1.3% | -0.1% | -1.3% | -1.3% |
| 30D | +19.4% | +0.3% | +19.1% | +19.2% |
| 3M | +53.4% | +1.0% | +52.4% | +52.8% |
| 6M | +28.8% | +28.6% | +0.2% | +11.5% |
| YTD | -25.1% | +24.1% | -49.2% | -34.9% |
| 1Y | -48.1% | +21.9% | -70.1% | -54.5% |
| 3Y | +51.4% | +25.7% | +25.7% | +10.0% |
| 5Y | -51.1% | -40.2% | -10.9% | -35.9% |
| All | -51.1% | -39.6% | -11.5% | -35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling