+65.7%
INTC vs TECH
+29.5%
+36.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.5% | +7.5% |
| 7D | +7.3% | +0.1% | +7.2% | +7.2% |
| 30D | -38.3% | +0.3% | -38.7% | -38.4% |
| 3M | -36.0% | +1.0% | -37.0% | -36.2% |
| 6M | -51.7% | +54.0% | -105.7% | -58.8% |
| YTD | +69.4% | +24.3% | +45.1% | +53.1% |
| 1Y | +65.0% | +23.7% | +41.3% | +49.1% |
| All | +65.7% | +29.5% | +36.2% | +49.2% |
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 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