-54.3%
S vs TECH
-33.7%
-20.6%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -5.8% | +0.2% | -6.0% | -5.9% |
| 30D | -9.2% | +0.1% | -9.3% | -9.3% |
| 3M | +23.4% | +37.5% | -14.1% | +0.7% |
| 6M | +36.9% | +34.6% | +2.3% | +9.6% |
| YTD | +29.5% | +23.5% | +6.0% | +8.5% |
| 1Y | +5.4% | +34.4% | -29.0% | -17.8% |
| 3Y | +14.7% | +2.3% | +12.4% | -2.1% |
| 5Y | -71.5% | -41.7% | -29.8% | -54.8% |
| All | -54.3% | -33.7% | -20.6% | -28.7% |
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