+18.9%
RF vs TECH
+26.2%
-7.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | +4.6% | +0.3% | +4.3% | +4.6% |
| 3M | -8.4% | +1.0% | -9.5% | -8.6% |
| 6M | +8.9% | +54.0% | -45.1% | +1.6% |
| YTD | +8.8% | +24.3% | -15.5% | +5.1% |
| 1Y | +18.9% | +23.7% | -4.8% | +14.8% |
| All | +18.9% | +26.2% | -7.3% | +14.8% |
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 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