+340.0%
IR vs TECH
+177.9%
+162.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +1.5% | +0.2% | +1.3% | +1.5% |
| 30D | +9.0% | +0.5% | +8.5% | +8.8% |
| 3M | -0.9% | +1.1% | -1.9% | -1.2% |
| 6M | +13.4% | +51.0% | -37.6% | -2.3% |
| YTD | +8.5% | +24.4% | -15.9% | -1.9% |
| 1Y | +11.3% | +27.4% | -16.2% | -0.4% |
| 3Y | +26.0% | +28.5% | -2.5% | +6.8% |
| 5Y | +47.9% | -40.9% | +88.7% | +64.4% |
| All | +340.0% | +177.9% | +162.0% | +179.4% |
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