+763.1%
PM vs TECH
+429.8%
+333.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -2.0% |
| 7D | -4.9% | +0.1% | -5.0% | -4.9% |
| 30D | -3.4% | +0.7% | -4.1% | -3.5% |
| 3M | +5.2% | +36.3% | -31.2% | -0.4% |
| 6M | +3.7% | +25.6% | -21.9% | -1.3% |
| YTD | +15.8% | +23.7% | -7.9% | +10.1% |
| 1Y | +17.4% | +37.6% | -20.3% | +8.8% |
| 3Y | +116.9% | -6.6% | +123.5% | +110.5% |
| 5Y | +117.3% | -42.2% | +159.5% | +130.8% |
| 10Y | +193.8% | +187.6% | +6.2% | +85.4% |
| All | +763.1% | +429.8% | +333.3% | +334.4% |
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 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