+27.2%
P vs TECH
+34.5%
-7.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | +7.8% | +0.2% | +7.7% | +7.8% |
| 30D | +12.3% | +0.1% | +12.2% | +12.3% |
| 3M | +37.1% | +37.5% | -0.4% | +31.8% |
| 6M | +66.1% | +34.6% | +31.5% | +58.9% |
| YTD | +50.9% | +23.5% | +27.4% | +48.0% |
| 1Y | +27.2% | +34.4% | -7.2% | +22.3% |
| All | +27.2% | +34.5% | -7.3% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling