+146.0%
PM vs TECH
+25.9%
+120.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | -5.2% | +0.2% | -5.4% | -5.2% |
| 30D | +2.7% | +0.3% | +2.3% | +2.7% |
| 3M | +6.1% | +1.3% | +4.8% | +6.2% |
| 6M | +18.0% | +54.0% | -36.0% | +19.2% |
| YTD | +26.6% | +24.3% | +2.3% | +27.5% |
| 1Y | +36.7% | +25.8% | +10.9% | +37.8% |
| 3Y | +146.0% | +26.0% | +120.0% | +145.4% |
| All | +146.0% | +25.9% | +120.1% | +145.4% |
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