+55.5%
DUK vs TECH
-41.0%
+96.4%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | +8.9% | +0.5% | +8.4% | +8.8% |
| 3M | +5.6% | +1.1% | +4.5% | +5.5% |
| 6M | +7.0% | +62.8% | -55.9% | +3.7% |
| YTD | +14.0% | +24.5% | -10.4% | +12.0% |
| 1Y | +9.1% | +20.6% | -11.6% | +7.3% |
| 3Y | +67.6% | +29.5% | +38.1% | +60.3% |
| All | +55.5% | -41.0% | +96.4% | +56.4% |
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 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