+63.7%
SE vs TECH
+29.6%
+34.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.1% | +1.1% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | -20.9% | +0.5% | -21.5% | -21.0% |
| 3M | -38.9% | +1.1% | -40.0% | -39.0% |
| 6M | -19.4% | +62.8% | -82.3% | -23.9% |
| YTD | -40.9% | +24.5% | -65.4% | -42.8% |
| 1Y | -46.2% | +20.6% | -66.8% | -47.7% |
| 3Y | +63.7% | +29.5% | +34.2% | +131.0% |
| All | +63.7% | +29.6% | +34.1% | +131.0% |
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