+3,981.9%
PG vs TECH
+100,886.3%
-96,904.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -0.4% | +0.2% | -0.6% | -0.4% |
| 30D | -0.1% | +0.1% | -0.3% | -0.2% |
| 3M | +1.1% | +37.5% | -36.4% | -1.6% |
| 6M | -3.8% | +34.6% | -38.4% | -6.6% |
| YTD | +3.8% | +23.5% | -19.6% | +1.4% |
| 1Y | -5.8% | +34.4% | -40.1% | -8.7% |
| 3Y | +3.0% | +2.3% | +0.7% | +0.7% |
| 5Y | +14.5% | -41.7% | +56.2% | +16.1% |
| 10Y | +117.8% | +177.6% | -59.9% | +94.1% |
| All | +3,981.9% | +100,886.3% | -96,904.4% | +2,664.4% |
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 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