+1,112.1%
PSX vs TECH
+390.4%
+721.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +4.5% | +0.1% | +4.4% | +4.5% |
| 30D | +26.6% | +0.7% | +25.9% | +26.4% |
| 3M | +39.3% | +36.3% | +2.9% | +28.3% |
| 6M | +56.8% | +25.6% | +31.2% | +45.6% |
| YTD | +101.8% | +23.7% | +78.1% | +87.6% |
| 1Y | +99.6% | +37.6% | +62.0% | +78.8% |
| 3Y | +140.3% | -6.6% | +146.9% | +130.5% |
| 5Y | +339.3% | -42.2% | +381.6% | +371.3% |
| 10Y | +369.9% | +187.6% | +182.3% | +158.3% |
| All | +1,112.1% | +390.4% | +721.7% | +461.2% |
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