+455.3%
SN vs TECH
-11.5%
+466.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.9% | +2.9% |
| 7D | +7.6% | +0.2% | +7.4% | +7.6% |
| 30D | +24.1% | +0.5% | +23.6% | +23.9% |
| 3M | +23.7% | +0.9% | +22.9% | +23.4% |
| 6M | +105.5% | +51.0% | +54.5% | +77.9% |
| YTD | +105.1% | +24.4% | +80.7% | +85.8% |
| 1Y | +148.3% | +27.6% | +120.7% | +122.5% |
| 3Y | +438.7% | +29.9% | +408.7% | +391.5% |
| All | +455.3% | -11.5% | +466.8% | +362.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling