+5,976.4%
SO vs TECH
+101,053.8%
-95,077.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -4.6% | +0.7% | -5.3% | -4.6% |
| 3M | -3.0% | +36.3% | -39.4% | -5.0% |
| 6M | -8.3% | +25.6% | -33.8% | -9.9% |
| YTD | +3.5% | +23.7% | -20.2% | +1.7% |
| 1Y | -0.9% | +37.6% | -38.6% | -3.5% |
| 3Y | +45.4% | -6.6% | +51.9% | +43.7% |
| 5Y | +59.6% | -42.2% | +101.8% | +61.3% |
| 10Y | +156.6% | +187.6% | -31.0% | +136.2% |
| All | +5,976.4% | +101,053.8% | -95,077.5% | +5,007.9% |
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