+743.1%
SW vs TECH
+350.2%
+392.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.1% |
| 7D | +12.1% | +0.1% | +12.0% | +12.0% |
| 30D | +6.6% | +0.2% | +6.3% | +6.5% |
| 3M | -6.0% | +1.0% | -7.0% | -6.2% |
| 6M | +21.5% | +33.3% | -11.8% | +14.9% |
| YTD | +20.3% | +24.2% | -3.9% | +14.8% |
| 1Y | +28.1% | +19.7% | +8.4% | +22.9% |
| 3Y | +51.6% | +25.8% | +25.8% | +43.2% |
| 5Y | -0.1% | -39.9% | +39.8% | +0.3% |
| 10Y | +189.7% | +210.4% | -20.6% | +156.8% |
| All | +743.1% | +350.2% | +392.9% | +602.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling