+27.5%
TECH vs GEN
+17.6%
+9.8%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | +0.2% | -0.3% | +0.5% | +0.2% |
| 30D | +0.5% | +28.2% | -27.7% | -2.9% |
| 3M | +0.9% | +2.6% | -1.8% | +0.8% |
| 6M | +51.0% | +32.7% | +18.4% | +40.5% |
| YTD | +24.4% | +11.3% | +13.1% | +24.2% |
| All | +27.5% | +17.6% | +9.8% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling