+247.9%
SOXX vs TECH
-43.3%
+291.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.8% |
| 7D | +1.4% | -0.4% | +1.8% | +1.6% |
| 30D | -3.6% | 0.0% | -3.5% | -3.6% |
| 3M | -10.2% | +33.7% | -43.8% | -20.2% |
| 6M | +54.2% | +34.9% | +19.3% | +33.1% |
| YTD | +75.2% | +23.2% | +52.0% | +55.9% |
| 1Y | +107.5% | +36.3% | +71.2% | +74.8% |
| 3Y | +226.8% | +2.3% | +224.5% | +197.5% |
| All | +247.9% | -43.3% | +291.2% | +297.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling