+31.8%
SRE vs TECH
-0.6%
+32.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | +1.4% | +0.2% | +1.3% | +1.4% |
| 30D | +1.9% | +0.1% | +1.8% | +1.9% |
| 3M | -3.3% | +37.5% | -40.8% | -6.5% |
| 6M | -6.4% | +34.6% | -41.0% | -9.9% |
| YTD | -1.8% | +23.5% | -25.3% | -4.9% |
| 1Y | +10.7% | +34.4% | -23.6% | +5.4% |
| 3Y | +31.8% | +2.3% | +29.5% | +29.8% |
| All | +31.8% | -0.6% | +32.4% | +29.8% |
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 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