+13.7%
O vs TECH
-41.8%
+55.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -0.6% | +0.2% | -0.7% | -0.6% |
| 30D | -2.0% | +0.1% | -2.1% | -2.0% |
| 3M | +3.0% | +37.5% | -34.5% | -1.4% |
| 6M | -3.6% | +34.6% | -38.2% | -8.2% |
| YTD | +12.1% | +23.5% | -11.4% | +7.9% |
| 1Y | +8.9% | +34.4% | -25.5% | +2.9% |
| 3Y | +30.3% | +2.3% | +28.1% | +25.8% |
| 5Y | +13.7% | -41.7% | +55.4% | +17.8% |
| All | +13.7% | -41.8% | +55.5% | +17.8% |
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