+15.5%
PH vs TECH
+26.8%
-11.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.1% | +0.2% | +1.9% | +2.1% |
| 30D | +0.3% | +0.5% | -0.2% | +0.2% |
| 3M | -8.8% | +1.1% | -9.9% | -8.9% |
| 6M | +10.0% | +51.0% | -41.0% | +5.8% |
| YTD | +10.5% | +24.4% | -13.9% | +6.3% |
| 1Y | +15.5% | +27.4% | -11.9% | +10.3% |
| All | +15.5% | +26.8% | -11.2% | +10.3% |
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