+441.0%
TEAM vs TECH
+190.5%
+250.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | -22.2% | +0.2% | -22.4% | -22.3% |
| 30D | -28.1% | +0.5% | -28.6% | -28.3% |
| 3M | -2.2% | +1.1% | -3.2% | -2.7% |
| 6M | +62.2% | +51.0% | +11.2% | +25.4% |
| YTD | -8.4% | +24.4% | -32.7% | -23.2% |
| 1Y | -6.6% | +27.4% | -34.1% | -23.4% |
| 3Y | -15.7% | +28.5% | -44.2% | -38.9% |
| 5Y | -65.7% | -40.9% | -24.9% | -56.6% |
| 10Y | +441.0% | +192.5% | +248.5% | +167.0% |
| All | +441.0% | +190.5% | +250.5% | +167.0% |
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