+33.8%
Q vs TECH
+23.9%
+9.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.1% | -3.1% |
| 7D | +11.5% | +0.2% | +11.2% | +11.4% |
| 30D | -0.2% | +0.5% | -0.7% | -0.3% |
| 3M | -13.6% | +1.0% | -14.5% | -13.8% |
| 6M | -27.0% | +54.1% | -81.1% | -34.6% |
| YTD | +50.5% | +24.4% | +26.1% | +40.6% |
| 1Y | +33.8% | +19.3% | +14.5% | +26.6% |
| All | +33.8% | +23.9% | +9.9% | +26.6% |
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