+284.9%
IR vs TECH
+176.0%
+108.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.5% | -1.6% |
| 7D | +0.6% | +0.2% | +0.4% | +0.6% |
| 30D | -13.6% | +0.1% | -13.8% | -13.7% |
| 3M | +3.7% | +37.5% | -33.8% | -7.6% |
| 6M | -13.1% | +34.6% | -47.6% | -23.4% |
| YTD | -5.1% | +23.5% | -28.6% | -14.0% |
| 1Y | -6.5% | +34.4% | -40.9% | -18.3% |
| 3Y | +8.5% | +2.3% | +6.2% | +0.2% |
| 5Y | +43.3% | -41.7% | +85.0% | +59.7% |
| All | +284.9% | +176.0% | +108.9% | +145.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling