+568.6%
SE vs TECH
+144.6%
+424.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.0% |
| 7D | -3.6% | -0.1% | -3.6% | -3.6% |
| 30D | -5.3% | +0.3% | -5.6% | -5.4% |
| 3M | +28.1% | +32.9% | -4.8% | +8.3% |
| 6M | +20.7% | +32.1% | -11.4% | -1.3% |
| YTD | -14.8% | +23.4% | -38.2% | -28.5% |
| 1Y | -43.6% | +34.1% | -77.6% | -56.0% |
| 3Y | +184.2% | +2.2% | +182.0% | +130.7% |
| 5Y | -66.3% | -41.8% | -24.5% | -56.8% |
| All | +568.6% | +144.6% | +424.0% | +245.7% |
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