+74.7%
PBR vs TECH
+42.2%
+32.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +5.4% | -0.4% | +5.8% | +5.3% |
| 30D | +22.9% | 0.0% | +22.9% | +22.9% |
| 3M | +19.6% | +33.7% | -14.0% | +21.2% |
| 6M | +16.5% | +34.9% | -18.4% | +18.7% |
| YTD | +86.7% | +23.2% | +63.5% | +89.2% |
| 1Y | +74.7% | +36.3% | +38.4% | +79.4% |
| All | +74.7% | +42.2% | +32.6% | +79.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling