+475.8%
NDAQ vs TECH
+190.5%
+285.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +2.9% | +0.2% | +2.6% | +2.8% |
| 30D | +17.5% | +0.5% | +17.0% | +17.3% |
| 3M | +15.4% | +1.1% | +14.4% | +15.1% |
| 6M | +24.6% | +51.0% | -26.4% | +10.3% |
| YTD | +14.4% | +24.4% | -9.9% | +5.3% |
| 1Y | +26.9% | +27.4% | -0.5% | +15.7% |
| 3Y | +119.8% | +28.5% | +91.3% | +89.2% |
| 5Y | +70.5% | -40.9% | +111.4% | +87.1% |
| 10Y | +475.8% | +192.5% | +283.3% | +233.2% |
| All | +475.8% | +190.5% | +285.3% | +233.2% |
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