+23.2%
SYY vs TECH
+29.5%
-6.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +1.3% | +0.2% | +1.1% | +1.3% |
| 30D | -3.5% | +0.5% | -4.0% | -3.6% |
| 3M | -9.3% | +1.0% | -10.3% | -9.4% |
| 6M | +5.9% | +54.1% | -48.2% | +1.1% |
| YTD | +6.5% | +24.4% | -17.9% | +3.4% |
| 1Y | +4.0% | +19.3% | -15.3% | +1.5% |
| All | +23.2% | +29.5% | -6.4% | +13.5% |
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