+122.9%
MAR vs TECH
+29.9%
+93.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +2.9% | +0.2% | +2.6% | +2.8% |
| 30D | +17.0% | +0.5% | +16.6% | +17.0% |
| 3M | +23.2% | +1.1% | +22.1% | +22.9% |
| 6M | +21.7% | +51.0% | -29.3% | +12.0% |
| YTD | +38.9% | +24.4% | +14.5% | +31.3% |
| 1Y | +48.7% | +27.4% | +21.2% | +39.8% |
| 3Y | +122.9% | +28.5% | +94.4% | +94.7% |
| All | +122.9% | +29.9% | +93.0% | +94.7% |
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 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