+76.4%
SLB vs TECH
-41.0%
+117.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +3.5% | +0.1% | +3.4% | +3.5% |
| 30D | +6.5% | +0.5% | +6.0% | +6.4% |
| 3M | -0.2% | +1.1% | -1.3% | -0.4% |
| 6M | -5.7% | +62.8% | -68.6% | -13.6% |
| YTD | +36.8% | +24.5% | +12.4% | +30.6% |
| 1Y | +45.8% | +20.6% | +25.1% | +39.8% |
| 3Y | +3.4% | +29.5% | -26.1% | -4.0% |
| All | +76.4% | -41.0% | +117.3% | +59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling