+1,831.6%
PWR vs TECH
+187.9%
+1,643.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | +11.3% | +0.1% | +11.2% | +11.3% |
| 30D | -8.9% | +0.5% | -9.4% | -9.0% |
| 3M | -10.5% | +1.1% | -11.6% | -10.8% |
| 6M | -22.2% | +62.8% | -85.0% | -33.4% |
| YTD | +42.7% | +24.5% | +18.3% | +29.8% |
| 1Y | +41.1% | +20.6% | +20.5% | +29.5% |
| 3Y | +242.7% | +29.5% | +213.3% | +189.1% |
| 5Y | +418.5% | -40.9% | +459.5% | +477.1% |
| All | +1,831.6% | +187.9% | +1,643.7% | +974.4% |
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 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