+185.4%
SW vs TECH
+207.6%
-22.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | +4.7% | -0.1% | +4.7% | +4.7% |
| 30D | +5.0% | +0.3% | +4.7% | +4.9% |
| 3M | -7.3% | +1.0% | -8.4% | -7.5% |
| 6M | +15.0% | +28.6% | -13.6% | +7.7% |
| YTD | +18.5% | +24.1% | -5.6% | +11.3% |
| 1Y | +27.1% | +21.9% | +5.2% | +19.8% |
| 3Y | +49.3% | +25.7% | +23.6% | +38.1% |
| 5Y | -1.6% | -40.2% | +38.6% | -0.3% |
| All | +185.4% | +207.6% | -22.2% | +144.4% |
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 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