+48.4%
MAR vs TECH
+21.0%
+27.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +13.8% | +0.5% | +13.3% | +13.8% |
| 3M | +20.3% | +1.1% | +19.2% | +20.2% |
| 6M | +21.3% | +62.8% | -41.5% | +13.9% |
| YTD | +37.2% | +24.5% | +12.8% | +30.6% |
| 1Y | +48.4% | +20.6% | +27.8% | +43.0% |
| All | +48.4% | +21.0% | +27.4% | +43.0% |
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 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