+1.9%
META vs TECH
+26.8%
-24.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.1% |
| 7D | +5.7% | +0.2% | +5.5% | +5.7% |
| 30D | -10.8% | +0.5% | -11.3% | -10.8% |
| 3M | +8.4% | +0.9% | +7.5% | +8.4% |
| 6M | +5.4% | +51.0% | -45.7% | +4.5% |
| YTD | -2.6% | +24.4% | -27.0% | -6.4% |
| All | +1.9% | +26.8% | -24.9% | -2.4% |
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