+79.9%
SPY vs TECH
+25.7%
+54.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | -3.3% | +0.5% | -3.8% | -3.4% |
| 3M | -2.4% | +0.9% | -3.3% | -2.5% |
| 6M | +2.6% | +51.0% | -48.5% | -4.2% |
| YTD | +11.2% | +24.4% | -13.1% | +6.3% |
| 1Y | +13.4% | +27.6% | -14.2% | +7.7% |
| 3Y | +79.9% | +29.9% | +50.0% | +66.3% |
| All | +79.9% | +25.7% | +54.2% | +66.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling