+372.3%
SE vs TECH
+146.5%
+225.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | 0.0% | +0.2% | -0.2% | -0.1% |
| 30D | -19.4% | +0.5% | -19.9% | -19.6% |
| 3M | -33.1% | +1.1% | -34.2% | -33.5% |
| 6M | -11.4% | +51.0% | -62.5% | -30.5% |
| YTD | -39.8% | +24.4% | -64.2% | -49.7% |
| 1Y | -50.5% | +27.4% | -77.9% | -59.5% |
| 3Y | +68.9% | +28.5% | +40.4% | +14.4% |
| 5Y | -77.1% | -40.9% | -36.2% | -70.7% |
| All | +372.3% | +146.5% | +225.8% | +143.2% |
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