-31.1%
IT vs TECH
+34.1%
-65.2%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -9.1% | -0.1% | -9.1% | -9.1% |
| 30D | -12.2% | +0.3% | -12.4% | -12.2% |
| 3M | +7.8% | +32.9% | -25.1% | +2.8% |
| 6M | +2.0% | +32.1% | -30.1% | -4.0% |
| YTD | -32.7% | +23.4% | -56.1% | -35.2% |
| 1Y | -31.1% | +34.1% | -65.2% | -34.5% |
| All | -31.1% | +34.1% | -65.2% | -34.5% |
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