+205.9%
TECH vs DOC
+14.9%
+191.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | 0.0% |
| 7D | -0.1% | +6.2% | -6.3% | -2.0% |
| 30D | +0.3% | +6.5% | -6.1% | -1.8% |
| 3M | +1.0% | -6.2% | +7.3% | +2.8% |
| 6M | +28.6% | +25.6% | +3.0% | +17.2% |
| YTD | +24.1% | +32.1% | -8.0% | +10.9% |
| 1Y | +21.9% | +20.3% | +1.6% | +12.6% |
| 3Y | +25.7% | +42.7% | -17.0% | +10.3% |
| 5Y | -40.2% | -22.2% | -18.1% | -38.8% |
| All | +205.9% | +14.9% | +191.0% | +188.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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