+489.4%
NDAQ vs TECH
+187.7%
+301.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | +1.7% | +0.2% | +1.5% | +1.6% |
| 30D | +16.2% | +0.5% | +15.7% | +16.1% |
| 3M | +14.0% | +1.0% | +13.0% | +13.7% |
| 6M | +22.3% | +54.1% | -31.8% | +7.6% |
| YTD | +13.0% | +24.4% | -11.4% | +4.0% |
| 1Y | +24.0% | +19.3% | +4.7% | +15.3% |
| 3Y | +117.1% | +28.5% | +88.6% | +86.8% |
| 5Y | +67.5% | -41.0% | +108.5% | +84.0% |
| All | +489.4% | +187.7% | +301.7% | +242.2% |
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 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