-19.1%
IP vs TECH
+36.9%
-56.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | -5.3% | +0.1% | -5.4% | -5.3% |
| 30D | -10.9% | +0.7% | -11.6% | -11.0% |
| 3M | +11.2% | +36.3% | -25.2% | +4.7% |
| 6M | -10.2% | +25.6% | -35.8% | -14.6% |
| YTD | -2.0% | +23.7% | -25.7% | -6.6% |
| 1Y | -19.1% | +37.6% | -56.7% | -22.8% |
| All | -19.1% | +36.9% | -56.0% | -22.8% |
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