+81.8%
SPY vs TECH
-41.8%
+123.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.5% |
| 7D | +0.5% | +0.2% | +0.4% | +0.5% |
| 30D | -0.9% | +0.1% | -1.1% | -1.0% |
| 3M | +3.9% | +37.5% | -33.6% | -3.6% |
| 6M | +14.5% | +34.6% | -20.1% | +5.5% |
| YTD | +12.9% | +23.5% | -10.6% | +5.8% |
| 1Y | +19.4% | +34.4% | -15.0% | +8.6% |
| 3Y | +78.5% | +2.3% | +76.2% | +68.3% |
| 5Y | +81.8% | -41.7% | +123.5% | +94.4% |
| All | +81.8% | -41.8% | +123.6% | +94.4% |
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