+267.7%
PR vs TECH
-41.0%
+308.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.2% | +1.2% |
| 7D | +6.0% | +0.1% | +5.8% | +5.9% |
| 30D | -4.2% | +0.5% | -4.7% | -4.3% |
| 3M | +10.0% | +1.1% | +8.9% | +9.7% |
| 6M | +15.6% | +62.8% | -47.2% | +1.9% |
| YTD | +68.2% | +24.5% | +43.7% | +56.1% |
| 1Y | +79.2% | +20.6% | +58.6% | +67.6% |
| 3Y | +94.9% | +29.5% | +65.4% | +65.7% |
| All | +267.7% | -41.0% | +308.6% | +268.5% |
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