+311.1%
SPOT vs TECH
+108.3%
+202.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.3% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +16.9% | +0.5% | +16.4% | +16.7% |
| 3M | +23.0% | +1.1% | +21.9% | +22.5% |
| 6M | +42.2% | +62.8% | -20.7% | +16.7% |
| YTD | +5.5% | +24.5% | -19.0% | -6.5% |
| 1Y | -5.1% | +20.6% | -25.7% | -15.1% |
| 3Y | +257.9% | +29.5% | +228.4% | +177.2% |
| 5Y | +118.4% | -40.9% | +159.3% | +157.3% |
| All | +311.1% | +108.3% | +202.8% | +151.0% |
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 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