+483.3%
LLY vs TECH
-41.0%
+524.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | +6.7% | +0.1% | +6.6% | +6.7% |
| 30D | +19.6% | +0.5% | +19.0% | +19.5% |
| 3M | +19.7% | +1.1% | +18.6% | +19.5% |
| 6M | +42.7% | +62.8% | -20.1% | +29.3% |
| YTD | +35.1% | +24.5% | +10.7% | +28.0% |
| 1Y | +42.2% | +20.6% | +21.5% | +35.4% |
| 3Y | +140.8% | +29.5% | +111.3% | +117.1% |
| All | +483.3% | -41.0% | +524.3% | +512.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling