+212.2%
PAAS vs TECH
+193.9%
+18.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -13.9% | +0.3% | -14.3% | -14.0% |
| 3M | -23.8% | +1.0% | -24.8% | -23.9% |
| 6M | -36.4% | +54.0% | -90.4% | -42.4% |
| YTD | -23.4% | +24.3% | -47.7% | -28.1% |
| 1Y | +5.6% | +23.7% | -18.1% | -1.0% |
| 3Y | +209.7% | +28.5% | +181.2% | +179.7% |
| 5Y | +55.6% | -41.2% | +96.8% | +63.3% |
| 10Y | +212.2% | +189.2% | +23.1% | +202.8% |
| All | +212.2% | +193.9% | +18.3% | +202.8% |
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