+737.3%
PH vs TECH
+204.1%
+533.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.2% | +4.2% |
| 7D | +3.0% | +0.2% | +2.8% | +3.0% |
| 30D | -0.6% | +0.5% | -1.1% | -0.8% |
| 3M | -10.7% | +0.9% | -11.6% | -11.0% |
| 6M | +9.1% | +51.0% | -42.0% | -5.9% |
| YTD | +9.5% | +24.4% | -14.9% | -1.4% |
| 1Y | +14.0% | +27.6% | -13.5% | +1.6% |
| 3Y | +138.9% | +29.9% | +108.9% | +99.1% |
| 5Y | +209.1% | -40.6% | +249.8% | +245.2% |
| 10Y | +737.3% | +196.7% | +540.6% | +309.8% |
| All | +737.3% | +204.1% | +533.1% | +309.8% |
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