+337.2%
IP vs TECH
+101,472.8%
-101,135.6%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +3.4% | +0.1% | +3.3% | +3.4% |
| 30D | +11.2% | +0.2% | +11.0% | +11.2% |
| 3M | -14.8% | +1.0% | -15.8% | -14.9% |
| 6M | +17.3% | +33.3% | -16.0% | +11.0% |
| YTD | -6.2% | +24.2% | -30.4% | -10.5% |
| 1Y | +2.3% | +19.7% | -17.4% | -1.9% |
| 3Y | +17.7% | +25.8% | -8.1% | +10.3% |
| 5Y | -8.4% | -39.9% | +31.5% | -5.1% |
| 10Y | +32.1% | +210.4% | -178.3% | +6.2% |
| All | +337.2% | +101,472.8% | -101,135.6% | +170.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling