+162.3%
JPM vs TECH
+1.4%
+160.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | -0.4% | -0.1% | -0.4% | -0.4% |
| 30D | -1.4% | +0.3% | -1.7% | -1.4% |
| 3M | +13.9% | +32.9% | -19.0% | +9.2% |
| 6M | +23.5% | +32.1% | -8.5% | +17.7% |
| YTD | +11.6% | +23.4% | -11.7% | +7.4% |
| 1Y | +21.4% | +34.1% | -12.7% | +14.6% |
| All | +162.3% | +1.4% | +160.9% | +159.0% |
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