+283.2%
PSX vs TECH
-41.1%
+324.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | -8.0% | +0.2% | -8.2% | -8.0% |
| 30D | -9.0% | +0.5% | -9.6% | -9.1% |
| 3M | +24.7% | +0.9% | +23.9% | +24.6% |
| 6M | +49.3% | +51.0% | -1.7% | +39.4% |
| YTD | +100.2% | +24.4% | +75.8% | +91.5% |
| 1Y | +88.8% | +27.6% | +61.3% | +79.7% |
| 3Y | +152.5% | +29.9% | +122.6% | +133.2% |
| 5Y | +283.2% | -40.6% | +323.8% | +252.8% |
| All | +283.2% | -41.1% | +324.3% | +252.8% |
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