+3.7%
SO vs TECH
+19.5%
-15.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +1.7% | +0.1% | +1.7% | +1.7% |
| 30D | +11.1% | +0.2% | +10.9% | +11.1% |
| 3M | +0.7% | +1.0% | -0.3% | +0.7% |
| 6M | -1.4% | +33.3% | -34.6% | -1.9% |
| YTD | +9.4% | +24.2% | -14.8% | +8.2% |
| 1Y | +3.7% | +19.7% | -16.0% | +3.1% |
| All | +3.7% | +19.5% | -15.7% | +3.1% |
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 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