+88.9%
SMR vs TECH
-0.6%
+89.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -0.2% | +15.4% | +15.3% |
| 7D | +21.4% | +0.2% | +21.2% | +21.3% |
| 30D | +13.8% | +0.1% | +13.7% | +13.8% |
| 3M | +3.9% | +37.5% | -33.6% | -8.8% |
| 6M | -4.2% | +34.6% | -38.8% | -17.3% |
| YTD | -21.1% | +23.5% | -44.6% | -29.0% |
| 1Y | -67.1% | +34.4% | -101.5% | -71.7% |
| 3Y | +88.9% | +2.3% | +86.6% | +102.8% |
| All | +88.9% | -0.6% | +89.4% | +102.8% |
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