+62.9%
ON vs TECH
-42.5%
+105.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +2.4% | +0.1% | +2.3% | +2.4% |
| 30D | -3.3% | +0.7% | -4.0% | -3.6% |
| 3M | -43.6% | +36.3% | -79.9% | -52.4% |
| 6M | +19.0% | +25.6% | -6.6% | +0.6% |
| YTD | +37.4% | +23.7% | +13.7% | +16.0% |
| 1Y | +54.8% | +37.6% | +17.1% | +20.3% |
| 3Y | -25.2% | -6.6% | -18.6% | -28.6% |
| All | +62.9% | -42.5% | +105.4% | +95.1% |
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