+3.2%
SLB vs TECH
-6.2%
+9.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | +15.8% | +0.7% | +15.1% | +15.7% |
| 3M | -0.3% | +36.3% | -36.7% | -6.5% |
| 6M | +21.3% | +25.6% | -4.2% | +14.8% |
| YTD | +52.3% | +23.7% | +28.6% | +44.6% |
| 1Y | +63.6% | +37.6% | +26.0% | +50.7% |
| All | +3.2% | -6.2% | +9.4% | -3.8% |
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