+108.2%
T vs TECH
-0.6%
+108.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -1.5% | +0.2% | -1.7% | -1.5% |
| 30D | +7.6% | +0.1% | +7.5% | +7.6% |
| 3M | +15.3% | +37.5% | -22.2% | +15.9% |
| 6M | -8.5% | +34.6% | -43.0% | -8.0% |
| YTD | +6.8% | +23.5% | -16.7% | +7.1% |
| 1Y | -7.2% | +34.4% | -41.6% | -7.1% |
| 3Y | +108.2% | +2.3% | +106.0% | +120.4% |
| All | +108.2% | -0.6% | +108.8% | +120.4% |
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