+34.4%
TECH vs GEN
+2.7%
+31.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.6% | +0.4% |
| 7D | +0.2% | -0.7% | +0.9% | +0.3% |
| 30D | +0.1% | +2.6% | -2.5% | -0.5% |
| 3M | +37.5% | +15.8% | +21.7% | +32.5% |
| 6M | +34.6% | +33.1% | +1.4% | +24.3% |
| YTD | +23.5% | +11.3% | +12.2% | +23.3% |
| 1Y | +34.4% | +1.7% | +32.7% | +42.9% |
| All | +34.4% | +2.7% | +31.7% | +42.9% |
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