+2,327.9%
NDAQ vs TECH
+1,128.7%
+1,199.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.8% | -1.8% |
| 7D | -2.4% | +0.1% | -2.6% | -2.5% |
| 30D | +2.5% | +0.7% | +1.7% | +2.2% |
| 3M | +9.9% | +36.3% | -26.4% | -2.1% |
| 6M | +9.4% | +25.6% | -16.1% | -1.6% |
| YTD | +0.4% | +23.7% | -23.3% | -9.6% |
| 1Y | +4.0% | +37.6% | -33.6% | -10.8% |
| 3Y | +94.4% | -6.6% | +101.0% | +82.2% |
| 5Y | +56.7% | -42.2% | +99.0% | +71.0% |
| 10Y | +375.3% | +187.6% | +187.7% | +157.1% |
| All | +2,327.9% | +1,128.7% | +1,199.2% | +715.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling