+26.0%
TECH vs GEN
+79.4%
-53.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.9% |
| 7D | +0.2% | +2.3% | -2.1% | -0.5% |
| 30D | +0.3% | +33.1% | -32.7% | -8.5% |
| 3M | +1.3% | +6.5% | -5.1% | -1.5% |
| 6M | +54.0% | +53.8% | +0.2% | +26.0% |
| YTD | +24.3% | +11.2% | +13.1% | +17.9% |
| 1Y | +25.8% | +19.4% | +6.4% | +15.3% |
| 3Y | +26.0% | +81.0% | -55.1% | -2.0% |
| All | +26.0% | +79.4% | -53.4% | -2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling