+1,874.2%
PWR vs TECH
+193.9%
+1,680.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | +4.7% | +0.1% | +4.6% | +4.7% |
| 30D | -12.5% | +0.3% | -12.8% | -12.6% |
| 3M | -9.3% | +1.0% | -10.3% | -9.6% |
| 6M | -22.2% | +54.0% | -76.1% | -32.3% |
| YTD | +44.2% | +24.3% | +19.8% | +31.1% |
| 1Y | +35.5% | +23.7% | +11.8% | +23.3% |
| 3Y | +250.4% | +28.5% | +222.0% | +196.4% |
| 5Y | +425.6% | -41.2% | +466.8% | +486.2% |
| 10Y | +1,874.2% | +189.2% | +1,685.1% | +999.5% |
| All | +1,874.2% | +193.9% | +1,680.3% | +999.5% |
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