+77.0%
PR vs TECH
+23.9%
+53.1%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +2.0% | +2.0% |
| 7D | +6.7% | +0.2% | +6.5% | +6.7% |
| 30D | -6.1% | +0.5% | -6.6% | -6.1% |
| 3M | +6.9% | +1.0% | +5.9% | +6.9% |
| 6M | +14.6% | +54.1% | -39.5% | +15.9% |
| YTD | +66.1% | +24.4% | +41.7% | +70.4% |
| 1Y | +77.0% | +19.3% | +57.7% | +82.4% |
| All | +77.0% | +23.9% | +53.1% | +82.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling