+1,407.5%
RF vs TECH
+101,375.0%
-99,967.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.0% |
| 3M | -10.0% | +1.0% | -11.0% | -10.1% |
| 6M | +3.3% | +28.6% | -25.2% | -2.0% |
| YTD | +7.9% | +24.1% | -16.1% | +2.5% |
| 1Y | +21.2% | +21.9% | -0.7% | +15.4% |
| 3Y | +105.8% | +25.7% | +80.1% | +92.0% |
| 5Y | +43.7% | -40.2% | +83.9% | +49.7% |
| 10Y | +289.4% | +210.1% | +79.4% | +210.0% |
| All | +1,407.5% | +101,375.0% | -99,967.5% | +645.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling