+28.6%
P vs TECH
+20.9%
+7.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.9% | -1.9% |
| 7D | +11.6% | 0.0% | +11.6% | +11.6% |
| 30D | -23.7% | +0.4% | -24.1% | -23.7% |
| 3M | -8.0% | +1.0% | -9.0% | -8.0% |
| 6M | +27.9% | +62.7% | -34.7% | +22.1% |
| YTD | +61.2% | +24.3% | +36.8% | +61.4% |
| 1Y | +28.6% | +20.5% | +8.1% | +28.6% |
| All | +28.6% | +20.9% | +7.7% | +28.6% |
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