+53.4%
T vs TECH
-40.1%
+93.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | +1.0% | +0.2% | +0.9% | +1.0% |
| 30D | -10.6% | +0.3% | -11.0% | -10.6% |
| 3M | -7.7% | +1.3% | -9.1% | -7.8% |
| 6M | -13.3% | +54.0% | -67.3% | -14.5% |
| YTD | -8.8% | +24.3% | -33.1% | -9.6% |
| 1Y | -8.4% | +25.8% | -34.2% | -9.3% |
| 3Y | +59.6% | +26.0% | +33.7% | +54.5% |
| All | +53.4% | -40.1% | +93.5% | +43.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling