+48.1%
PAAS vs TECH
-41.0%
+89.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -8.9% | 0.0% | -8.9% | -8.9% |
| 30D | -11.4% | +0.4% | -11.8% | -11.5% |
| 3M | -20.4% | +1.0% | -21.4% | -20.6% |
| 6M | -40.7% | +62.7% | -103.3% | -47.6% |
| YTD | -26.9% | +24.3% | -51.3% | -32.0% |
| 1Y | -3.1% | +20.5% | -23.6% | -9.2% |
| 3Y | +199.3% | +29.3% | +169.9% | +161.8% |
| All | +48.1% | -41.0% | +89.1% | +66.0% |
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