-10.9%
DOW vs TECH
+51.1%
-62.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -6.0% | -0.1% | -5.9% | -6.0% |
| 30D | -2.7% | +0.3% | -3.0% | -2.8% |
| 3M | -10.5% | +32.9% | -43.4% | -19.2% |
| 6M | -12.4% | +32.1% | -44.5% | -22.4% |
| YTD | +30.0% | +23.4% | +6.6% | +18.2% |
| 1Y | +27.8% | +34.1% | -6.3% | +12.5% |
| 3Y | -34.9% | +2.2% | -37.1% | -39.6% |
| 5Y | -35.9% | -41.8% | +5.9% | -30.2% |
| All | -10.9% | +51.1% | -62.0% | -49.7% |
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