-40.9%
SE vs TECH
+36.9%
-77.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -6.1% | +0.1% | -6.2% | -6.1% |
| 30D | -2.5% | +0.7% | -3.2% | -2.5% |
| 3M | +21.7% | +36.3% | -14.6% | +20.5% |
| 6M | +27.0% | +25.6% | +1.4% | +25.6% |
| YTD | -12.1% | +23.7% | -35.8% | -13.4% |
| 1Y | -40.9% | +37.6% | -78.6% | -42.7% |
| All | -40.9% | +36.9% | -77.9% | -42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling