+101,472.8%
TECH vs DOC
+2,934.4%
+98,538.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | -0.7% |
| 7D | +0.1% | +8.7% | -8.7% | -2.0% |
| 30D | +0.2% | +7.6% | -7.4% | -1.7% |
| 3M | +1.0% | -5.3% | +6.3% | +2.1% |
| 6M | +33.3% | +27.6% | +5.7% | +23.5% |
| YTD | +24.2% | +32.4% | -8.2% | +13.9% |
| 1Y | +19.7% | +22.9% | -3.1% | +11.9% |
| 3Y | +25.8% | +43.1% | -17.3% | +13.7% |
| 5Y | -39.9% | -21.4% | -18.5% | -37.9% |
| 10Y | +210.4% | +16.8% | +193.5% | +181.8% |
| All | +101,472.8% | +2,934.4% | +98,538.4% | +30,714.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling