+112.5%
NET vs TECH
-42.5%
+154.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -1.9% |
| 7D | -7.0% | +0.1% | -7.1% | -7.0% |
| 30D | -4.8% | +0.7% | -5.5% | -5.2% |
| 3M | +3.8% | +36.3% | -32.5% | -15.6% |
| 6M | +50.0% | +25.6% | +24.5% | +24.6% |
| YTD | +41.5% | +23.7% | +17.8% | +17.5% |
| 1Y | +32.8% | +37.6% | -4.8% | 0.0% |
| 3Y | +335.9% | -6.6% | +342.5% | +291.3% |
| All | +112.5% | -42.5% | +154.9% | +254.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling