-3.5%
IR vs TECH
+36.9%
-40.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -2.8% | +0.1% | -2.9% | -2.8% |
| 30D | -15.1% | +0.7% | -15.8% | -15.3% |
| 3M | +6.1% | +36.3% | -30.3% | -1.4% |
| 6M | -16.8% | +25.6% | -42.4% | -21.9% |
| YTD | -3.5% | +23.7% | -27.2% | -9.0% |
| 1Y | -3.5% | +37.6% | -41.1% | -11.0% |
| All | -3.5% | +36.9% | -40.4% | -11.0% |
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