+112.6%
SPOT vs TECH
-42.1%
+154.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.0% |
| 7D | -6.5% | -0.1% | -6.4% | -6.5% |
| 30D | +2.2% | +0.3% | +1.9% | +2.1% |
| 3M | +5.4% | +32.9% | -27.5% | -3.8% |
| 6M | -4.0% | +32.1% | -36.1% | -13.6% |
| YTD | -9.9% | +23.4% | -33.3% | -17.7% |
| 1Y | -27.3% | +34.1% | -61.3% | -36.3% |
| 3Y | +236.4% | +2.2% | +234.2% | +207.6% |
| 5Y | +112.6% | -41.8% | +154.4% | +147.2% |
| All | +112.6% | -42.1% | +154.7% | +147.2% |
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