+37.0%
SOLS vs TECH
+17.1%
+19.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +14.0% | 0.0% | +14.0% | +14.0% |
| 30D | +10.0% | +0.4% | +9.5% | +9.9% |
| 3M | +5.8% | +1.0% | +4.8% | +5.7% |
| 6M | -25.2% | +62.7% | -87.8% | -28.7% |
| YTD | +36.5% | +24.3% | +12.2% | +32.3% |
| 1Y | +45.0% | +20.5% | +24.5% | +40.6% |
| All | +37.0% | +17.1% | +19.9% | +32.0% |
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