+319.5%
SN vs TECH
-11.9%
+331.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -9.3% | +0.1% | -9.4% | -9.4% |
| 30D | -4.8% | +0.7% | -5.5% | -5.0% |
| 3M | +40.4% | +36.3% | +4.1% | +25.9% |
| 6M | +50.9% | +25.6% | +25.4% | +37.5% |
| YTD | +54.9% | +23.7% | +31.3% | +40.6% |
| 1Y | +43.0% | +37.6% | +5.4% | +23.4% |
| 3Y | +391.8% | -6.6% | +398.4% | +321.9% |
| All | +319.5% | -11.9% | +331.5% | +249.7% |
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