+101,053.9%
TECH vs GEN
+8,838.9%
+92,215.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.1% | +0.3% |
| 7D | +0.1% | -1.2% | +1.3% | +0.3% |
| 30D | +0.7% | +10.1% | -9.4% | -0.8% |
| 3M | +36.3% | +16.1% | +20.3% | +33.0% |
| 6M | +25.6% | +38.9% | -13.3% | +18.8% |
| YTD | +23.7% | +14.4% | +9.3% | +20.4% |
| 1Y | +37.6% | +5.9% | +31.8% | +35.6% |
| 3Y | -6.6% | +58.8% | -65.4% | -13.4% |
| 5Y | -42.2% | +24.7% | -66.9% | -45.1% |
| 10Y | +187.6% | +163.1% | +24.5% | +139.9% |
| All | +101,053.9% | +8,838.9% | +92,215.0% | +49,226.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling