+62.5%
T vs TECH
+187.9%
-125.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | -3.8% | +0.5% | -4.3% | -3.8% |
| 3M | -8.7% | +1.1% | -9.8% | -8.8% |
| 6M | -8.1% | +62.8% | -71.0% | -12.3% |
| YTD | -6.4% | +24.5% | -30.9% | -9.1% |
| 1Y | -9.8% | +20.6% | -30.4% | -12.0% |
| 3Y | +65.5% | +29.5% | +36.0% | +55.0% |
| 5Y | +57.0% | -40.9% | +97.9% | +64.2% |
| All | +62.5% | +187.9% | -125.4% | +16.7% |
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