+625.9%
TEAM vs TECH
+240.9%
+385.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -19.7% | +0.1% | -19.8% | -19.8% |
| 30D | -26.6% | +0.3% | -27.0% | -26.8% |
| 3M | -1.1% | +1.0% | -2.1% | -1.6% |
| 6M | +74.6% | +54.0% | +20.6% | +34.4% |
| YTD | -6.0% | +24.3% | -30.3% | -20.8% |
| 1Y | -3.2% | +23.7% | -26.9% | -18.7% |
| 3Y | -13.5% | +28.5% | -42.0% | -36.4% |
| 5Y | -65.5% | -41.2% | -24.2% | -56.8% |
| 10Y | +454.5% | +189.2% | +265.4% | +211.4% |
| All | +625.9% | +240.9% | +385.0% | +301.0% |
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 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