-40.6%
TECH vs GEN
+33.3%
-73.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.7% |
| 7D | +0.1% | +2.0% | -1.9% | -0.5% |
| 30D | +0.5% | +27.7% | -27.2% | -7.3% |
| 3M | +1.1% | +3.3% | -2.2% | -0.9% |
| 6M | +62.8% | +31.8% | +31.0% | +45.0% |
| YTD | +24.5% | +13.5% | +11.0% | +16.4% |
| 1Y | +20.6% | +16.0% | +4.6% | +11.8% |
| 3Y | +29.5% | +70.6% | -41.1% | +4.8% |
| All | -40.6% | +33.3% | -73.9% | -50.9% |
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 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