+23.1%
Q vs TECH
+11.3%
+11.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.2% | +6.3% |
| 7D | +0.3% | +0.2% | +0.1% | +0.2% |
| 30D | -9.8% | +0.3% | -10.2% | -9.9% |
| 3M | -12.2% | +1.3% | -13.6% | -12.5% |
| 6M | -21.6% | +54.0% | -75.6% | -29.9% |
| YTD | +43.6% | +24.3% | +19.3% | +34.9% |
| 1Y | +25.7% | +25.8% | -0.1% | +18.9% |
| All | +23.1% | +11.3% | +11.8% | +17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling