+1,632.9%
PBR vs TECH
+736.8%
+896.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.6% |
| 7D | +2.5% | +0.2% | +2.3% | +2.4% |
| 30D | +19.4% | +0.1% | +19.2% | +19.3% |
| 3M | +20.8% | +37.5% | -16.7% | +10.9% |
| 6M | +23.5% | +34.6% | -11.1% | +12.4% |
| YTD | +83.4% | +23.5% | +59.9% | +69.6% |
| 1Y | +77.6% | +34.4% | +43.2% | +59.3% |
| 3Y | +99.9% | +2.3% | +97.6% | +84.8% |
| 5Y | +567.7% | -41.7% | +609.4% | +597.4% |
| 10Y | +621.5% | +177.6% | +443.9% | +368.9% |
| All | +1,632.9% | +736.8% | +896.0% | +786.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling