+179.9%
INTC vs TECH
+1.4%
+178.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +18.0% | -0.1% | +18.0% | +18.0% |
| 30D | +8.9% | +0.3% | +8.7% | +8.8% |
| 3M | -1.6% | +32.9% | -34.5% | -11.2% |
| 6M | +133.1% | +32.1% | +101.0% | +106.1% |
| YTD | +187.9% | +23.4% | +164.5% | +161.8% |
| 1Y | +334.7% | +34.1% | +300.6% | +279.0% |
| All | +179.9% | +1.4% | +178.5% | +163.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling