+439.5%
SN vs TECH
-11.5%
+451.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | +7.2% | +0.2% | +7.0% | +7.1% |
| 30D | +20.4% | +0.3% | +20.0% | +20.3% |
| 3M | +23.9% | +1.3% | +22.6% | +23.4% |
| 6M | +93.0% | +54.0% | +39.1% | +65.7% |
| YTD | +99.2% | +24.3% | +75.0% | +80.5% |
| 1Y | +142.6% | +25.8% | +116.8% | +118.5% |
| 3Y | +398.8% | +26.0% | +372.8% | +356.6% |
| All | +439.5% | -11.5% | +451.0% | +349.1% |
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