+76.2%
O vs TECH
+187.9%
-111.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.8% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | +7.1% | +0.5% | +6.6% | +7.0% |
| 3M | -5.2% | +1.1% | -6.3% | -5.4% |
| 6M | -1.8% | +62.8% | -64.6% | -10.1% |
| YTD | +9.1% | +24.5% | -15.4% | +3.4% |
| 1Y | +9.7% | +20.6% | -11.0% | +4.5% |
| 3Y | +39.1% | +29.5% | +9.7% | +25.9% |
| 5Y | +8.4% | -40.9% | +49.3% | +14.9% |
| All | +76.2% | +187.9% | -111.7% | +30.7% |
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