+812.6%
PH vs TECH
+179.6%
+633.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | -10.3% | +0.3% | -10.6% | -10.4% |
| 3M | +5.1% | +32.9% | -27.9% | -5.2% |
| 6M | +2.3% | +32.1% | -29.8% | -9.4% |
| YTD | +8.7% | +23.4% | -14.7% | -1.9% |
| 1Y | +26.8% | +34.1% | -7.3% | +9.9% |
| 3Y | +139.2% | +2.2% | +137.0% | +119.2% |
| 5Y | +251.1% | -41.8% | +292.9% | +293.4% |
| 10Y | +812.6% | +188.9% | +623.7% | +335.9% |
| All | +812.6% | +179.6% | +633.0% | +335.9% |
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