+190.0%
ON vs TECH
+835.8%
-645.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -4.1% | +0.2% | -4.3% | -4.2% |
| 30D | -10.2% | +0.5% | -10.7% | -10.4% |
| 3M | -12.7% | +1.1% | -13.8% | -13.1% |
| 6M | -32.5% | +51.0% | -83.6% | -44.2% |
| YTD | +28.6% | +24.4% | +4.2% | +11.9% |
| 1Y | +43.4% | +27.4% | +16.0% | +23.3% |
| 3Y | +3.3% | +28.5% | -25.2% | -13.3% |
| 5Y | +22.5% | -40.9% | +63.4% | +41.5% |
| 10Y | +535.7% | +192.5% | +343.2% | +304.3% |
| All | +190.0% | +835.8% | -645.7% | +36.2% |
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