+57.4%
INTC vs TECH
+19.5%
+37.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.1% | -3.9% | -3.8% |
| 7D | -39.0% | +0.1% | -39.1% | -39.0% |
| 30D | -49.8% | +0.2% | -50.1% | -49.9% |
| 3M | -42.2% | +1.0% | -43.2% | -42.3% |
| 6M | -39.2% | +33.3% | -72.4% | -43.1% |
| YTD | +57.9% | +24.2% | +33.7% | +53.8% |
| 1Y | +57.4% | +19.7% | +37.7% | +54.2% |
| All | +57.4% | +19.5% | +37.9% | +54.2% |
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