+5,387.7%
O vs TECH
+11,994.6%
-6,606.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -0.7% | +0.1% | -0.9% | -0.8% |
| 30D | -1.9% | +0.7% | -2.6% | -2.0% |
| 3M | +3.8% | +36.3% | -32.5% | -0.9% |
| 6M | -4.7% | +25.6% | -30.3% | -8.7% |
| YTD | +12.5% | +23.7% | -11.2% | +7.8% |
| 1Y | +10.8% | +37.6% | -26.8% | +4.2% |
| 3Y | +28.8% | -6.6% | +35.4% | +25.6% |
| 5Y | +13.2% | -42.2% | +55.4% | +16.5% |
| 10Y | +53.5% | +187.6% | -134.1% | +25.2% |
| All | +5,387.7% | +11,994.6% | -6,606.8% | +3,360.3% |
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