+109.3%
RF vs TECH
+25.7%
+83.6%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -1.6% | -0.1% | -1.6% | -1.6% |
| 30D | +5.0% | +0.3% | +4.7% | +4.9% |
| 3M | -10.0% | +1.0% | -11.0% | -10.2% |
| 6M | +3.3% | +28.6% | -25.2% | -4.2% |
| YTD | +7.9% | +24.1% | -16.1% | +0.3% |
| 1Y | +21.2% | +21.9% | -0.7% | +13.1% |
| All | +109.3% | +25.7% | +83.6% | +72.6% |
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 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