+403.1%
PL vs TECH
+25.7%
+377.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -0.1% | -10.0% | -10.1% |
| 7D | -20.5% | -0.1% | -20.5% | -20.5% |
| 30D | -38.8% | +0.3% | -39.1% | -38.8% |
| 3M | -49.1% | +1.0% | -50.2% | -49.3% |
| 6M | -69.4% | +28.6% | -98.0% | -72.4% |
| YTD | -42.3% | +24.1% | -66.4% | -48.2% |
| 1Y | -14.2% | +21.9% | -36.1% | -22.7% |
| All | +403.1% | +25.7% | +377.4% | +295.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling