+16.7%
S vs TECH
-2.1%
+18.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -7.7% | +0.1% | -7.8% | -7.7% |
| 30D | -5.3% | +0.7% | -6.0% | -5.5% |
| 3M | +20.3% | +36.3% | -16.1% | +7.5% |
| 6M | +47.4% | +25.6% | +21.8% | +33.6% |
| YTD | +32.5% | +23.7% | +8.8% | +20.6% |
| 1Y | +9.5% | +37.6% | -28.1% | -4.7% |
| All | +16.7% | -2.1% | +18.8% | +14.9% |
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