+52.6%
SN vs TECH
+34.5%
+18.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | -5.6% | +0.1% | -5.7% | -5.6% |
| 3M | +48.1% | +37.5% | +10.6% | +37.7% |
| 6M | +57.6% | +34.6% | +23.1% | +46.4% |
| YTD | +56.5% | +23.5% | +33.0% | +45.3% |
| 1Y | +52.6% | +34.4% | +18.2% | +43.3% |
| All | +52.6% | +34.5% | +18.0% | +43.3% |
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