+264.0%
SPOT vs TECH
+107.0%
+157.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.1% | -3.1% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | +12.5% | +0.7% | +11.8% | +12.2% |
| 3M | +9.9% | +36.3% | -26.5% | -3.3% |
| 6M | +1.6% | +25.6% | -24.0% | -9.7% |
| YTD | -6.6% | +23.7% | -30.3% | -17.0% |
| 1Y | -22.9% | +37.6% | -60.6% | -35.6% |
| 3Y | +244.3% | -6.6% | +250.9% | +219.9% |
| 5Y | +117.8% | -42.2% | +160.0% | +158.1% |
| All | +264.0% | +107.0% | +157.0% | +122.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling