+250.1%
SPOT vs TECH
+106.0%
+144.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -6.9% | -0.5% | -6.3% | -6.7% |
| 30D | +4.1% | 0.0% | +4.1% | +4.1% |
| 3M | +3.7% | +37.4% | -33.7% | -8.9% |
| 6M | -1.6% | +36.9% | -38.5% | -15.4% |
| YTD | -10.2% | +23.1% | -33.2% | -20.1% |
| 1Y | -25.9% | +42.2% | -68.1% | -38.9% |
| 3Y | +235.6% | +1.9% | +233.6% | +196.1% |
| 5Y | +110.6% | -42.9% | +153.5% | +150.9% |
| All | +250.1% | +106.0% | +144.1% | +114.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling