+65.2%
PR vs TECH
+208.1%
-143.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.8% | +1.9% |
| 7D | -16.4% | +0.2% | -16.6% | -16.4% |
| 30D | -1.9% | +0.3% | -2.2% | -2.0% |
| 3M | +8.0% | +1.3% | +6.6% | +7.6% |
| 6M | +4.1% | +54.0% | -49.9% | -8.7% |
| YTD | +58.7% | +24.3% | +34.4% | +45.4% |
| 1Y | +75.8% | +25.8% | +50.0% | +60.0% |
| 3Y | +73.2% | +26.0% | +47.2% | +48.7% |
| 5Y | +230.1% | -40.1% | +270.2% | +254.7% |
| All | +65.2% | +208.1% | -143.0% | +28.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling