-53.7%
SMR vs TECH
-29.1%
-24.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.3% | -3.3% |
| 7D | -8.3% | 0.0% | -8.3% | -8.3% |
| 30D | -20.1% | +0.4% | -20.5% | -20.2% |
| 3M | -52.7% | +1.0% | -53.7% | -52.8% |
| 6M | -61.0% | +62.7% | -123.7% | -66.9% |
| YTD | -67.1% | +24.3% | -91.4% | -69.9% |
| 1Y | -79.9% | +20.5% | -100.4% | -81.4% |
| 3Y | +101.7% | +29.3% | +72.4% | +77.9% |
| All | -53.7% | -29.1% | -24.6% | -57.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling