+589.4%
SE vs TECH
+145.2%
+444.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -6.1% | +0.1% | -6.2% | -6.1% |
| 30D | -2.5% | +0.7% | -3.2% | -2.8% |
| 3M | +21.7% | +36.3% | -14.6% | +1.5% |
| 6M | +27.0% | +25.6% | +1.4% | +6.7% |
| YTD | -12.1% | +23.7% | -35.8% | -26.3% |
| 1Y | -40.9% | +37.6% | -78.6% | -54.7% |
| 3Y | +191.0% | -6.6% | +197.6% | +154.5% |
| 5Y | -68.3% | -42.2% | -26.0% | -59.1% |
| All | +589.4% | +145.2% | +444.2% | +255.9% |
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