+40.6%
S vs TECH
+25.9%
+14.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | -13.4% | +0.2% | -13.6% | -13.5% |
| 30D | -14.0% | +0.3% | -14.3% | -14.1% |
| 3M | +4.9% | +1.3% | +3.5% | +4.4% |
| 6M | +42.0% | +54.0% | -12.0% | +21.0% |
| YTD | +45.1% | +24.3% | +20.8% | +32.1% |
| 1Y | +33.1% | +25.8% | +7.3% | +20.5% |
| 3Y | +40.6% | +26.0% | +14.7% | +11.7% |
| All | +40.6% | +25.9% | +14.7% | +11.7% |
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 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