+188.9%
PAAS vs TECH
+208.1%
-19.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +8.4% | +0.2% | +8.2% | +8.4% |
| 30D | -7.2% | +0.3% | -7.5% | -7.2% |
| 3M | -14.0% | +1.3% | -15.4% | -14.2% |
| 6M | -26.8% | +54.0% | -80.7% | -33.6% |
| YTD | -19.8% | +24.3% | -44.1% | -24.7% |
| 1Y | +22.8% | +25.8% | -3.0% | +14.7% |
| 3Y | +183.6% | +26.0% | +157.7% | +157.6% |
| 5Y | +73.8% | -40.1% | +113.9% | +81.7% |
| All | +188.9% | +208.1% | -19.2% | +215.2% |
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