-51.3%
IT vs TECH
-0.6%
-50.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.2% | -7.3% | -7.4% |
| 7D | -9.1% | +0.2% | -9.3% | -9.2% |
| 30D | -7.0% | +0.1% | -7.1% | -7.0% |
| 3M | +7.6% | +37.5% | -29.9% | -0.9% |
| 6M | +2.1% | +34.6% | -32.5% | -6.7% |
| YTD | -31.6% | +23.5% | -55.1% | -36.0% |
| 1Y | -29.9% | +34.4% | -64.3% | -36.3% |
| 3Y | -51.3% | +2.3% | -53.5% | -57.5% |
| All | -51.3% | -0.6% | -50.7% | -57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling