+707.9%
P vs TECH
+204.1%
+503.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.2% | +6.3% |
| 7D | -9.6% | +0.2% | -9.8% | -9.7% |
| 30D | -33.4% | +0.5% | -33.9% | -33.6% |
| 3M | +14.2% | +0.9% | +13.3% | +13.8% |
| 6M | +31.6% | +51.0% | -19.5% | +7.4% |
| YTD | +53.5% | +24.4% | +29.1% | +33.4% |
| 1Y | +14.2% | +27.6% | -13.4% | -2.5% |
| 3Y | +190.5% | +29.9% | +160.6% | +121.6% |
| 5Y | +256.3% | -40.6% | +297.0% | +323.7% |
| 10Y | +707.9% | +196.7% | +511.1% | +220.2% |
| All | +707.9% | +204.1% | +503.7% | +220.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling