+365.7%
SE vs TECH
+146.4%
+219.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | 0.0% |
| 7D | +2.0% | +0.2% | +1.8% | +1.9% |
| 30D | -20.0% | +0.3% | -20.3% | -20.1% |
| 3M | -31.8% | +1.3% | -33.1% | -32.2% |
| 6M | -15.9% | +54.0% | -69.8% | -34.9% |
| YTD | -40.6% | +24.3% | -64.9% | -50.3% |
| 1Y | -50.7% | +25.8% | -76.5% | -59.4% |
| 3Y | +70.3% | +26.0% | +44.3% | +17.2% |
| 5Y | -78.8% | -40.1% | -38.7% | -73.2% |
| All | +365.7% | +146.4% | +219.4% | +139.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling