+694.2%
PH vs TECH
+187.6%
+506.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | +4.1% | 0.0% | +4.1% | +4.1% |
| 30D | -0.1% | +0.4% | -0.5% | -0.2% |
| 3M | -9.6% | +1.0% | -10.5% | -9.8% |
| 6M | +8.5% | +62.7% | -54.1% | -8.6% |
| YTD | +9.4% | +24.3% | -14.9% | -1.4% |
| 1Y | +14.2% | +20.5% | -6.3% | +3.9% |
| 3Y | +134.0% | +29.3% | +104.7% | +95.5% |
| 5Y | +203.8% | -41.0% | +244.8% | +240.0% |
| All | +694.2% | +187.6% | +506.6% | +292.9% |
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