-40.5%
SE vs TECH
+34.5%
-75.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | +0.6% | +0.2% | +0.4% | +0.6% |
| 30D | -0.1% | +0.1% | -0.2% | -0.1% |
| 3M | +34.1% | +37.5% | -3.4% | +32.8% |
| 6M | +23.2% | +34.6% | -11.4% | +21.4% |
| YTD | -11.2% | +23.5% | -34.6% | -12.4% |
| 1Y | -40.5% | +34.4% | -74.9% | -41.8% |
| All | -40.5% | +34.5% | -75.1% | -41.8% |
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