+380.3%
NDAQ vs TECH
+179.6%
+200.7%
-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% | -0.8% | -0.8% |
| 7D | -1.6% | -0.1% | -1.5% | -1.5% |
| 30D | -1.5% | +0.3% | -1.8% | -1.5% |
| 3M | +8.0% | +32.9% | -24.9% | -0.8% |
| 6M | +7.7% | +32.1% | -24.3% | -2.3% |
| YTD | -2.3% | +23.4% | -25.7% | -10.0% |
| 1Y | +0.6% | +34.1% | -33.5% | -10.3% |
| 3Y | +90.9% | +2.2% | +88.7% | +77.3% |
| 5Y | +52.5% | -41.8% | +94.3% | +67.5% |
| 10Y | +380.3% | +188.9% | +191.4% | +181.0% |
| All | +380.3% | +179.6% | +200.7% | +181.0% |
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