+1,872.1%
T vs TECH
+101,053.8%
-99,181.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +11.4% | +0.7% | +10.7% | +11.3% |
| 3M | +14.3% | +36.3% | -22.1% | +10.9% |
| 6M | -9.3% | +25.6% | -34.8% | -11.7% |
| YTD | +7.1% | +23.7% | -16.6% | +4.1% |
| 1Y | -9.1% | +37.6% | -46.7% | -12.7% |
| 3Y | +105.3% | -6.6% | +111.9% | +101.5% |
| 5Y | +66.8% | -42.2% | +109.0% | +69.5% |
| 10Y | +66.8% | +187.6% | -120.8% | +43.6% |
| All | +1,872.1% | +101,053.8% | -99,181.7% | +1,407.9% |
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