+26.5%
SW vs TECH
+26.2%
+0.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | +7.2% | +0.3% | +6.9% | +7.2% |
| 3M | -10.5% | +1.0% | -11.5% | -10.6% |
| 6M | +9.9% | +54.0% | -44.1% | +2.8% |
| YTD | +17.2% | +24.3% | -7.1% | +11.1% |
| 1Y | +26.5% | +23.7% | +2.8% | +20.1% |
| All | +26.5% | +26.2% | +0.3% | +20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling