+361.6%
PSX vs TECH
+187.6%
+174.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | +7.8% | 0.0% | +7.8% | +7.8% |
| 30D | -10.9% | +0.4% | -11.3% | -11.0% |
| 3M | +14.5% | +1.0% | +13.5% | +14.2% |
| 6M | +56.1% | +62.7% | -6.5% | +38.9% |
| YTD | +109.6% | +24.3% | +85.3% | +96.0% |
| 1Y | +95.5% | +20.5% | +75.0% | +84.0% |
| 3Y | +156.2% | +29.3% | +126.9% | +126.9% |
| 5Y | +310.0% | -41.0% | +351.0% | +338.2% |
| All | +361.6% | +187.6% | +174.1% | +171.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling