+176.6%
P vs TECH
+25.9%
+150.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.5% |
| 7D | -23.8% | +0.2% | -24.0% | -23.8% |
| 30D | -36.6% | +0.3% | -37.0% | -36.7% |
| 3M | +10.9% | +1.3% | +9.5% | +10.6% |
| 6M | +30.0% | +54.0% | -24.0% | +18.1% |
| YTD | +44.4% | +24.3% | +20.1% | +36.7% |
| 1Y | +3.9% | +25.8% | -21.9% | -2.2% |
| 3Y | +176.6% | +26.0% | +150.6% | +125.9% |
| All | +176.6% | +25.9% | +150.7% | +125.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling