+100.0%
PBR vs TECH
+1.4%
+98.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +0.3% | -0.1% | +0.4% | +0.3% |
| 30D | +17.5% | +0.3% | +17.2% | +17.5% |
| 3M | +20.9% | +32.9% | -12.0% | +18.7% |
| 6M | +20.2% | +32.1% | -11.8% | +17.8% |
| YTD | +84.3% | +23.4% | +60.9% | +81.1% |
| 1Y | +77.1% | +34.1% | +43.0% | +72.0% |
| All | +100.0% | +1.4% | +98.6% | +103.3% |
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