+179.7%
TECH vs GEN
+158.5%
+21.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.1% | +0.6% |
| 7D | +0.1% | -1.2% | +1.3% | +0.4% |
| 30D | +0.7% | +10.1% | -9.4% | -2.1% |
| 3M | +36.3% | +16.1% | +20.3% | +30.2% |
| 6M | +25.6% | +38.9% | -13.3% | +13.0% |
| YTD | +23.7% | +14.4% | +9.3% | +17.5% |
| 1Y | +37.6% | +5.9% | +31.8% | +33.6% |
| 3Y | -6.6% | +58.8% | -65.4% | -19.0% |
| 5Y | -42.2% | +24.7% | -66.9% | -47.8% |
| All | +179.7% | +158.5% | +21.2% | +104.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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