+1,579.9%
T vs TECH
+101,542.7%
-99,962.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -16.9% |
| YTD | -8.8% | +24.3% | -33.1% | -11.3% |
| 1Y | -8.4% | +25.8% | -34.2% | -11.1% |
| 3Y | +59.6% | +26.0% | +33.7% | +52.3% |
| 5Y | +52.1% | -40.1% | +92.2% | +54.1% |
| 10Y | +56.9% | +210.6% | -153.7% | +34.2% |
| All | +1,579.9% | +101,542.7% | -99,962.8% | +1,183.9% |
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