+151.9%
SHOP vs TECH
+25.7%
+126.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.1% |
| 7D | -2.7% | +0.2% | -2.9% | -2.7% |
| 30D | -11.0% | +0.5% | -11.5% | -11.1% |
| 3M | +0.3% | +0.9% | -0.5% | +0.1% |
| 6M | +37.7% | +51.0% | -13.3% | +21.6% |
| YTD | -5.5% | +24.4% | -29.9% | -13.2% |
| 1Y | -0.2% | +27.6% | -27.8% | -9.1% |
| 3Y | +151.9% | +29.9% | +122.0% | +138.9% |
| All | +151.9% | +25.7% | +126.2% | +138.9% |
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 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