+14.5%
NET vs TECH
+19.5%
-5.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.6% |
| 7D | -16.4% | +0.1% | -16.4% | -16.4% |
| 30D | -25.8% | +0.2% | -26.1% | -25.9% |
| 3M | -11.5% | +1.0% | -12.5% | -11.7% |
| 6M | +18.9% | +33.3% | -14.3% | +8.8% |
| YTD | +35.2% | +24.2% | +11.0% | +25.2% |
| 1Y | +14.5% | +19.7% | -5.3% | +5.9% |
| All | +14.5% | +19.5% | -5.0% | +5.9% |
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