+26.5%
IP vs TECH
+208.1%
-181.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -5.1% | +0.2% | -5.2% | -5.1% |
| 30D | +8.5% | +0.3% | +8.2% | +8.4% |
| 3M | -13.8% | +1.3% | -15.2% | -14.1% |
| 6M | +5.7% | +54.0% | -48.2% | -7.3% |
| YTD | -9.1% | +24.3% | -33.4% | -16.6% |
| 1Y | -0.8% | +25.8% | -26.6% | -9.4% |
| 3Y | +14.8% | +26.0% | -11.2% | +0.4% |
| 5Y | -11.5% | -40.1% | +28.6% | -5.0% |
| All | +26.5% | +208.1% | -181.6% | -34.5% |
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