+346.5%
RF vs TECH
+187.6%
+158.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | -3.6% | +0.7% | -4.3% | -3.8% |
| 3M | +8.1% | +36.3% | -28.3% | -2.7% |
| 6M | +11.5% | +25.6% | -14.1% | +1.4% |
| YTD | +15.6% | +23.7% | -8.1% | +5.3% |
| 1Y | +15.7% | +37.6% | -22.0% | +0.6% |
| 3Y | +86.9% | -6.6% | +93.5% | +79.2% |
| 5Y | +89.8% | -42.2% | +132.0% | +108.1% |
| All | +346.5% | +187.6% | +158.9% | +112.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling