-0.8%
IP vs TECH
+21.1%
-21.9%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +8.5% |
| 3M | -13.8% | +1.3% | -15.2% | -14.0% |
| 6M | +5.7% | +54.0% | -48.2% | -1.2% |
| YTD | -9.1% | +24.3% | -33.4% | -12.8% |
| 1Y | -0.8% | +25.8% | -26.6% | -5.2% |
| All | -0.8% | +21.1% | -21.9% | -5.2% |
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 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