-8.3%
PEG vs TECH
+34.5%
-42.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.2% |
| 7D | -0.9% | -0.5% | -0.4% | -0.9% |
| 30D | -2.8% | 0.0% | -2.8% | -2.8% |
| 3M | -6.9% | +37.4% | -44.4% | -6.9% |
| 6M | -11.4% | +36.9% | -48.3% | -11.5% |
| YTD | -7.4% | +23.1% | -30.5% | -8.0% |
| 1Y | -8.3% | +42.2% | -50.5% | -9.7% |
| All | -8.3% | +34.5% | -42.8% | -9.7% |
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