+6,045.6%
IT vs TECH
+9,492.2%
-3,446.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.6% |
| 7D | -6.0% | +0.1% | -6.1% | -6.1% |
| 30D | 0.0% | +0.7% | -0.7% | -0.2% |
| 3M | +13.1% | +36.3% | -23.3% | +3.6% |
| 6M | +11.7% | +25.6% | -13.9% | +3.4% |
| YTD | -26.1% | +23.7% | -49.8% | -31.4% |
| 1Y | -21.3% | +37.6% | -58.9% | -29.2% |
| 3Y | -46.7% | -6.6% | -40.2% | -48.6% |
| 5Y | -40.5% | -42.2% | +1.7% | -36.1% |
| 10Y | +103.9% | +187.6% | -83.7% | +47.5% |
| All | +6,045.6% | +9,492.2% | -3,446.6% | +2,597.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling