+243.2%
INTC vs TECH
+189.8%
+53.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.3% | -5.5% |
| 7D | +9.4% | -0.5% | +9.9% | +9.7% |
| 30D | +2.7% | 0.0% | +2.7% | +2.7% |
| 3M | -6.3% | +37.4% | -43.7% | -18.4% |
| 6M | +114.5% | +36.9% | +77.6% | +82.5% |
| YTD | +171.9% | +23.1% | +148.8% | +141.8% |
| 1Y | +305.0% | +42.2% | +262.8% | +235.7% |
| 3Y | +168.3% | +1.9% | +166.4% | +145.9% |
| 5Y | +102.3% | -42.9% | +145.2% | +132.3% |
| All | +243.2% | +189.8% | +53.4% | +77.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling