+12.4%
SPY vs TECH
+26.2%
-13.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -2.4% | +0.3% | -2.7% | -2.4% |
| 3M | -1.2% | +1.0% | -2.2% | -1.2% |
| 6M | +3.3% | +54.0% | -50.7% | 0.0% |
| YTD | +12.3% | +24.3% | -12.0% | +9.4% |
| 1Y | +12.4% | +23.7% | -11.3% | +9.5% |
| All | +12.4% | +26.2% | -13.8% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling