+37.0%
PL vs TECH
-41.1%
+78.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +0.1% | +14.4% | +14.5% |
| 7D | +10.9% | +0.2% | +10.7% | +10.8% |
| 30D | -16.4% | +0.5% | -16.9% | -16.6% |
| 3M | -39.9% | +0.9% | -40.8% | -40.2% |
| 6M | -63.2% | +51.0% | -114.2% | -70.5% |
| YTD | -27.1% | +24.4% | -51.5% | -38.4% |
| 1Y | +12.2% | +27.6% | -15.4% | -7.4% |
| 3Y | +584.3% | +29.9% | +554.4% | +417.1% |
| 5Y | +37.0% | -40.6% | +77.6% | +89.5% |
| All | +37.0% | -41.1% | +78.1% | +89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling