+147.8%
PR vs TECH
+237.4%
-89.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.8% | -4.8% |
| 7D | -16.5% | -0.1% | -16.5% | -16.5% |
| 30D | -4.5% | +0.3% | -4.8% | -4.6% |
| 3M | +8.5% | +1.0% | +7.5% | +8.2% |
| 6M | -3.3% | +28.6% | -31.9% | -10.7% |
| YTD | +55.7% | +24.1% | +31.6% | +43.1% |
| 1Y | +82.0% | +21.9% | +60.1% | +67.7% |
| 3Y | +62.5% | +25.7% | +36.8% | +40.6% |
| 5Y | +223.9% | -40.2% | +264.1% | +245.9% |
| 10Y | +64.2% | +210.1% | -145.9% | +26.5% |
| All | +147.8% | +237.4% | -89.6% | +89.4% |
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