+202.7%
PAAS vs TECH
+178.6%
+24.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +2.0% | +0.2% | +1.8% | +2.0% |
| 30D | -0.1% | +0.1% | -0.2% | -0.1% |
| 3M | +8.2% | +37.5% | -29.2% | +0.5% |
| 6M | -13.8% | +34.6% | -48.4% | -20.6% |
| YTD | -0.6% | +23.5% | -24.1% | -6.7% |
| 1Y | +44.0% | +34.4% | +9.6% | +31.7% |
| 3Y | +246.6% | +2.3% | +244.3% | +230.3% |
| 5Y | +116.1% | -41.7% | +157.8% | +127.1% |
| 10Y | +202.7% | +177.6% | +25.1% | +182.5% |
| All | +202.7% | +178.6% | +24.1% | +182.5% |
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 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