+284.7%
P vs TECH
-41.0%
+325.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | +11.6% | +0.1% | +11.5% | +11.6% |
| 30D | -23.7% | +0.5% | -24.2% | -23.8% |
| 3M | -8.0% | +1.1% | -9.1% | -8.3% |
| 6M | +27.9% | +62.8% | -34.9% | +8.8% |
| YTD | +61.2% | +24.5% | +36.7% | +47.1% |
| 1Y | +28.6% | +20.6% | +8.0% | +18.3% |
| 3Y | +200.5% | +29.5% | +171.0% | +148.1% |
| All | +284.7% | -41.0% | +325.7% | +374.5% |
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