+19,778.3%
GD vs TECH
+101,375.0%
-81,596.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -3.9% | -0.1% | -3.8% | -3.9% |
| 30D | +8.1% | +0.3% | +7.8% | +8.0% |
| 3M | -6.8% | +1.0% | -7.8% | -6.9% |
| 6M | +3.0% | +28.6% | -25.6% | -0.5% |
| YTD | +7.8% | +24.1% | -16.3% | +4.2% |
| 1Y | +5.8% | +21.9% | -16.1% | +2.4% |
| 3Y | +55.3% | +25.7% | +29.6% | +47.7% |
| 5Y | +96.7% | -40.2% | +136.9% | +100.8% |
| 10Y | +195.4% | +210.1% | -14.7% | +149.7% |
| All | +19,778.3% | +101,375.0% | -81,596.8% | +12,075.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling