+130.2%
SRE vs TECH
+187.9%
-57.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | +1.8% | +0.1% | +1.6% | +1.7% |
| 30D | -3.0% | +0.5% | -3.5% | -3.1% |
| 3M | -7.3% | +1.1% | -8.3% | -7.4% |
| 6M | -11.9% | +62.8% | -74.7% | -18.4% |
| YTD | -7.9% | +24.5% | -32.3% | -12.1% |
| 1Y | -11.1% | +20.6% | -31.8% | -14.9% |
| 3Y | +24.8% | +29.5% | -4.7% | +14.6% |
| 5Y | +52.4% | -40.9% | +93.3% | +58.7% |
| All | +130.2% | +187.9% | -57.7% | +74.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling