+116.5%
ORLY vs TECH
-42.4%
+158.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.6% |
| 7D | -2.1% | -0.5% | -1.6% | -2.1% |
| 30D | -7.6% | 0.0% | -7.6% | -7.6% |
| 3M | -5.5% | +37.4% | -42.9% | -8.7% |
| 6M | -9.7% | +36.9% | -46.6% | -13.2% |
| YTD | -6.2% | +23.1% | -29.3% | -9.0% |
| 1Y | -18.6% | +42.2% | -60.9% | -22.4% |
| 3Y | +33.8% | +1.9% | +31.9% | +31.0% |
| 5Y | +116.5% | -42.9% | +159.5% | +130.7% |
| All | +116.5% | -42.4% | +158.9% | +130.7% |
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