+447.8%
SN vs TECH
-11.4%
+459.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.8% | +2.8% |
| 7D | +1.5% | +0.1% | +1.4% | +1.5% |
| 30D | +21.5% | +0.5% | +21.0% | +21.3% |
| 3M | +20.0% | +1.1% | +18.9% | +19.6% |
| 6M | +119.9% | +62.8% | +57.1% | +85.5% |
| YTD | +102.3% | +24.5% | +77.9% | +83.2% |
| 1Y | +148.0% | +20.6% | +127.3% | +126.9% |
| 3Y | +450.0% | +29.5% | +420.5% | +401.9% |
| All | +447.8% | -11.4% | +459.2% | +355.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling