-42.4%
TECH vs GEN
+24.6%
-67.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.1% | +0.7% |
| 7D | +0.1% | -1.2% | +1.3% | +0.5% |
| 30D | +0.7% | +10.1% | -9.4% | -2.9% |
| 3M | +36.3% | +16.1% | +20.3% | +28.6% |
| 6M | +25.6% | +38.9% | -13.3% | +9.6% |
| YTD | +23.7% | +14.4% | +9.3% | +16.1% |
| 1Y | +37.6% | +5.9% | +31.8% | +33.1% |
| 3Y | -6.6% | +58.8% | -65.4% | -22.5% |
| All | -42.4% | +24.6% | -67.0% | -50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling