+169.5%
PR vs TECH
+236.3%
-66.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +2.9% | +0.1% | +2.8% | +2.9% |
| 30D | +18.0% | +0.7% | +17.3% | +17.8% |
| 3M | +16.9% | +36.3% | -19.5% | +6.9% |
| 6M | +28.2% | +25.6% | +2.6% | +18.1% |
| YTD | +69.3% | +23.7% | +45.6% | +55.8% |
| 1Y | +69.5% | +37.6% | +31.9% | +49.2% |
| 3Y | +81.7% | -6.6% | +88.3% | +73.3% |
| 5Y | +422.2% | -42.2% | +464.5% | +461.9% |
| 10Y | +110.4% | +187.6% | -77.2% | +61.5% |
| All | +169.5% | +236.3% | -66.8% | +106.2% |
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