+192.9%
SO vs TECH
+187.7%
+5.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.5% | -1.5% |
| 7D | -0.9% | +0.2% | -1.2% | -1.0% |
| 30D | +4.9% | +0.5% | +4.5% | +4.9% |
| 3M | +0.8% | +1.0% | -0.2% | +0.7% |
| 6M | +0.6% | +54.1% | -53.5% | -4.8% |
| YTD | +8.7% | +24.4% | -15.7% | +4.8% |
| 1Y | +4.0% | +19.3% | -15.3% | +0.7% |
| 3Y | +50.6% | +28.5% | +22.0% | +40.3% |
| 5Y | +77.5% | -41.0% | +118.4% | +85.6% |
| All | +192.9% | +187.7% | +5.1% | +140.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling