+220.4%
PR vs TECH
-41.1%
+261.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.1% | -1.1% |
| 7D | -12.4% | +0.2% | -12.6% | -12.4% |
| 30D | -6.6% | +0.5% | -7.1% | -6.7% |
| 3M | +7.5% | +0.9% | +6.6% | +7.3% |
| 6M | +10.8% | +51.0% | -40.3% | -0.5% |
| YTD | +57.0% | +24.4% | +32.6% | +45.8% |
| 1Y | +67.9% | +27.6% | +40.4% | +54.3% |
| 3Y | +87.6% | +29.9% | +57.7% | +59.3% |
| 5Y | +220.4% | -40.6% | +261.0% | +221.5% |
| All | +220.4% | -41.1% | +261.5% | +221.5% |
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