+46.3%
LLY vs TECH
+26.2%
+20.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | +21.5% | +0.3% | +21.2% | +21.5% |
| 3M | +18.5% | +1.0% | +17.5% | +18.3% |
| 6M | +49.1% | +54.0% | -4.9% | +38.2% |
| YTD | +34.4% | +24.3% | +10.1% | +33.3% |
| 1Y | +46.3% | +23.7% | +22.6% | +44.7% |
| All | +46.3% | +26.2% | +20.1% | +44.7% |
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