-7.0%
IBM vs TECH
+34.5%
-41.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | +0.3% | +0.2% | +0.1% | +0.3% |
| 30D | -1.5% | +0.1% | -1.6% | -1.5% |
| 3M | -16.8% | +37.5% | -54.3% | -22.0% |
| 6M | -9.0% | +34.6% | -43.6% | -15.0% |
| YTD | -20.1% | +23.5% | -43.5% | -23.8% |
| 1Y | -7.0% | +34.4% | -41.4% | -12.9% |
| All | -7.0% | +34.5% | -41.6% | -12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling