+23,761.0%
PH vs TECH
+101,053.8%
-77,292.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -3.2% | +0.7% | -4.0% | -3.4% |
| 3M | +10.6% | +36.3% | -25.8% | +4.2% |
| 6M | -2.1% | +25.6% | -27.7% | -7.3% |
| YTD | +10.2% | +23.7% | -13.5% | +4.5% |
| 1Y | +28.2% | +37.6% | -9.4% | +18.7% |
| 3Y | +134.9% | -6.6% | +141.5% | +129.4% |
| 5Y | +253.6% | -42.2% | +295.9% | +270.7% |
| 10Y | +804.7% | +187.6% | +617.2% | +629.7% |
| All | +23,761.0% | +101,053.8% | -77,292.8% | +14,361.2% |
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