-65.2%
TEAM vs TECH
-41.1%
-24.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -17.2% | +0.2% | -17.4% | -17.3% |
| 30D | -25.1% | +0.5% | -25.6% | -25.3% |
| 3M | +3.9% | +0.9% | +3.1% | +3.5% |
| 6M | +69.1% | +51.0% | +18.1% | +32.8% |
| YTD | -4.5% | +24.4% | -28.8% | -18.9% |
| 1Y | -1.9% | +27.6% | -29.4% | -18.5% |
| 3Y | -9.3% | +29.9% | -39.3% | -37.2% |
| 5Y | -65.2% | -40.6% | -24.5% | -43.5% |
| All | -65.2% | -41.1% | -24.1% | -43.5% |
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