+29.8%
Q vs TECH
+26.8%
+3.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.1% | +6.8% | +6.9% |
| 7D | +8.4% | +0.2% | +8.2% | +8.4% |
| 30D | -1.2% | +0.5% | -1.7% | -1.3% |
| 3M | -9.3% | +0.9% | -10.2% | -9.5% |
| 6M | -15.0% | +51.0% | -66.0% | -23.0% |
| YTD | +53.5% | +24.4% | +29.1% | +44.7% |
| All | +29.8% | +26.8% | +3.0% | +22.6% |
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