+154.1%
MAR vs TECH
-42.1%
+196.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | -4.7% | +0.3% | -5.0% | -4.7% |
| 3M | -15.6% | +32.9% | -48.5% | -21.8% |
| 6M | +1.2% | +32.1% | -30.9% | -7.2% |
| YTD | +7.5% | +23.4% | -15.9% | -0.1% |
| 1Y | +26.6% | +34.1% | -7.4% | +14.2% |
| 3Y | +66.0% | +2.2% | +63.8% | +55.7% |
| 5Y | +154.1% | -41.8% | +195.9% | +171.2% |
| All | +154.1% | -42.1% | +196.2% | +171.2% |
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