-53.8%
TEAM vs TECH
-41.8%
-12.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.2% | -6.8% | -6.9% |
| 7D | -5.7% | +0.2% | -5.9% | -5.7% |
| 30D | +18.3% | +0.1% | +18.2% | +18.3% |
| 3M | +80.2% | +37.5% | +42.7% | +49.3% |
| 6M | +111.0% | +34.6% | +76.4% | +72.7% |
| YTD | +8.8% | +23.5% | -14.7% | -7.3% |
| 1Y | +2.2% | +34.4% | -32.2% | -19.3% |
| 3Y | -14.6% | +2.3% | -16.9% | -26.3% |
| 5Y | -53.8% | -41.7% | -12.1% | -30.6% |
| All | -53.8% | -41.8% | -12.0% | -30.6% |
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