+227.1%
LOW vs TECH
+189.8%
+37.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -2.6% | -0.5% | -2.1% | -2.5% |
| 30D | -11.1% | 0.0% | -11.2% | -11.1% |
| 3M | -8.5% | +37.4% | -46.0% | -17.5% |
| 6M | -20.8% | +36.9% | -57.7% | -29.8% |
| YTD | -17.2% | +23.1% | -40.3% | -24.4% |
| 1Y | -24.7% | +42.2% | -67.0% | -35.0% |
| 3Y | -9.7% | +1.9% | -11.7% | -16.2% |
| 5Y | +6.0% | -42.9% | +48.9% | +18.3% |
| All | +227.1% | +189.8% | +37.3% | +75.6% |
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