+625.2%
TEAM vs TECH
+241.0%
+384.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -16.9% | +0.2% | -17.2% | -17.0% |
| 30D | -26.8% | +0.5% | -27.3% | -27.0% |
| 3M | -1.9% | +1.0% | -2.9% | -2.4% |
| 6M | +79.2% | +54.1% | +25.1% | +37.9% |
| YTD | -6.1% | +24.4% | -30.5% | -20.9% |
| 1Y | -2.1% | +19.3% | -21.4% | -15.9% |
| 3Y | -13.6% | +28.5% | -42.1% | -36.4% |
| 5Y | -65.8% | -41.0% | -24.8% | -57.3% |
| 10Y | +454.0% | +189.3% | +264.6% | +211.1% |
| All | +625.2% | +241.0% | +384.1% | +300.5% |
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 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