+19,851.2%
GD vs TECH
+101,053.8%
-81,202.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.8% |
| 7D | -5.3% | +0.1% | -5.4% | -5.3% |
| 30D | -6.4% | +0.7% | -7.1% | -6.5% |
| 3M | +5.7% | +36.3% | -30.6% | +1.7% |
| 6M | -0.9% | +25.6% | -26.5% | -4.3% |
| YTD | +8.2% | +23.7% | -15.5% | +4.6% |
| 1Y | +13.4% | +37.6% | -24.2% | +8.2% |
| 3Y | +68.5% | -6.6% | +75.1% | +65.5% |
| 5Y | +97.2% | -42.2% | +139.4% | +101.8% |
| 10Y | +190.2% | +187.6% | +2.6% | +147.1% |
| All | +19,851.2% | +101,053.8% | -81,202.6% | +12,124.6% |
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