+209.9%
ON vs TECH
+830.7%
-620.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -50.9% |
| 6M | +19.0% | +25.6% | -6.6% | +3.7% |
| YTD | +37.4% | +23.7% | +13.7% | +19.9% |
| 1Y | +54.8% | +37.6% | +17.1% | +27.9% |
| 3Y | -25.2% | -6.6% | -18.6% | -28.0% |
| 5Y | +62.7% | -42.2% | +105.0% | +89.2% |
| 10Y | +574.3% | +187.6% | +386.8% | +331.2% |
| All | +209.9% | +830.7% | -620.8% | +45.9% |
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