-73.1%
SMR vs TECH
+36.9%
-110.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +4.4% | +0.1% | +4.3% | +4.4% |
| 30D | +3.4% | +0.7% | +2.7% | +3.3% |
| 3M | -19.2% | +36.3% | -55.5% | -25.6% |
| 6M | -22.6% | +25.6% | -48.2% | -27.6% |
| YTD | -31.5% | +23.7% | -55.2% | -36.1% |
| 1Y | -73.1% | +37.6% | -110.7% | -75.5% |
| All | -73.1% | +36.9% | -110.0% | -75.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling