+27.5%
SOLS vs TECH
+16.0%
+11.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -3.5% | -0.4% | -3.0% | -3.4% |
| 30D | -1.0% | 0.0% | -0.9% | -1.0% |
| 3M | -24.1% | +33.7% | -57.7% | -26.2% |
| 6M | -18.0% | +34.9% | -52.9% | -20.2% |
| YTD | +27.1% | +23.2% | +3.9% | +23.2% |
| All | +27.5% | +16.0% | +11.5% | +23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling