+590.9%
JPM vs TECH
+189.9%
+400.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -0.7% | -0.4% | -0.2% | -0.6% |
| 30D | -2.5% | 0.0% | -2.4% | -2.4% |
| 3M | +14.1% | +33.7% | -19.5% | +5.9% |
| 6M | +25.1% | +34.9% | -9.8% | +14.3% |
| YTD | +12.1% | +23.2% | -11.0% | +4.5% |
| 1Y | +18.8% | +36.3% | -17.5% | +7.1% |
| 3Y | +163.4% | +2.3% | +161.1% | +146.5% |
| 5Y | +156.5% | -42.9% | +199.4% | +179.0% |
| All | +590.9% | +189.9% | +400.9% | +265.1% |
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