+275.2%
SGI vs TECH
+179.6%
+95.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +5.5% | +0.3% | +5.2% | +5.4% |
| 3M | -3.6% | +32.9% | -36.5% | -15.8% |
| 6M | -15.0% | +32.1% | -47.1% | -27.4% |
| YTD | -23.0% | +23.4% | -46.4% | -32.4% |
| 1Y | -18.4% | +34.1% | -52.5% | -32.2% |
| 3Y | +57.8% | +2.2% | +55.6% | +40.9% |
| 5Y | +51.5% | -41.8% | +93.3% | +79.2% |
| 10Y | +275.2% | +188.9% | +86.3% | +61.9% |
| All | +275.2% | +179.6% | +95.6% | +61.9% |
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 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