+434.8%
SN vs TECH
+29.5%
+405.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.0% | -3.0% |
| 7D | +1.4% | +0.2% | +1.1% | +1.3% |
| 30D | +16.6% | +0.5% | +16.1% | +16.4% |
| 3M | +18.3% | +1.0% | +17.3% | +17.9% |
| 6M | +103.1% | +54.1% | +49.0% | +73.3% |
| YTD | +96.7% | +24.4% | +72.3% | +77.3% |
| 1Y | +134.3% | +19.3% | +115.0% | +114.4% |
| All | +434.8% | +29.5% | +405.3% | +427.2% |
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 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