+26.7%
Q vs TECH
+10.7%
+16.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | -11.1% | +0.7% | -11.8% | -11.3% |
| 3M | -22.1% | +36.3% | -58.5% | -28.2% |
| 6M | +0.5% | +25.6% | -25.1% | -5.6% |
| YTD | +47.8% | +23.7% | +24.1% | +39.1% |
| All | +26.7% | +10.7% | +16.0% | +21.4% |
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 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