+18.0%
Q vs TECH
+19.5%
-1.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -3.3% | +0.1% | -3.3% | -3.3% |
| 30D | -9.7% | +0.2% | -9.9% | -9.7% |
| 3M | -16.1% | +1.0% | -17.1% | -16.3% |
| 6M | -15.7% | +33.3% | -49.0% | -22.3% |
| YTD | +45.7% | +24.2% | +21.5% | +36.4% |
| 1Y | +18.0% | +19.7% | -1.7% | +11.1% |
| All | +18.0% | +19.5% | -1.5% | +11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling