+143.7%
PEG vs TECH
+189.8%
-46.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -0.9% | -0.5% | -0.4% | -0.8% |
| 30D | -2.8% | 0.0% | -2.8% | -2.8% |
| 3M | -6.9% | +37.4% | -44.4% | -11.2% |
| 6M | -11.4% | +36.9% | -48.3% | -16.0% |
| YTD | -7.4% | +23.1% | -30.5% | -11.2% |
| 1Y | -8.3% | +42.2% | -50.5% | -14.4% |
| 3Y | +31.5% | +1.9% | +29.6% | +26.5% |
| 5Y | +38.0% | -42.9% | +80.9% | +44.0% |
| All | +143.7% | +189.8% | -46.1% | +91.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling