+201.0%
PAAS vs TECH
+29.5%
+171.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.1% |
| 7D | -7.0% | +0.2% | -7.3% | -7.1% |
| 30D | -15.3% | +0.5% | -15.8% | -15.4% |
| 3M | -27.7% | +1.0% | -28.7% | -27.8% |
| 6M | -40.5% | +54.1% | -94.5% | -44.8% |
| YTD | -26.5% | +24.4% | -50.9% | -29.9% |
| 1Y | -0.8% | +19.3% | -20.1% | -4.7% |
| All | +201.0% | +29.5% | +171.5% | +173.7% |
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