+113.9%
SOXX vs TECH
+36.9%
+77.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | -2.0% | +0.7% | -2.8% | -2.1% |
| 3M | -13.7% | +36.3% | -50.1% | -17.2% |
| 6M | +52.4% | +25.6% | +26.8% | +47.0% |
| YTD | +72.8% | +23.7% | +49.1% | +65.6% |
| 1Y | +113.9% | +37.6% | +76.3% | +101.7% |
| All | +113.9% | +36.9% | +77.0% | +101.7% |
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