+755.0%
SW vs TECH
+348.3%
+406.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -5.1% | +0.1% | -5.2% | -5.1% |
| 30D | -4.6% | +0.7% | -5.3% | -4.7% |
| 3M | +9.4% | +36.3% | -27.0% | +3.7% |
| 6M | +3.5% | +25.6% | -22.1% | -1.4% |
| YTD | +22.0% | +23.7% | -1.7% | +16.5% |
| 1Y | +2.2% | +37.6% | -35.4% | -4.2% |
| 3Y | +19.6% | -6.6% | +26.2% | +16.6% |
| 5Y | -2.3% | -42.2% | +39.9% | -1.6% |
| 10Y | +181.4% | +187.6% | -6.2% | +150.2% |
| All | +755.0% | +348.3% | +406.7% | +613.3% |
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