+101,542.6%
TECH vs GEN
+8,588.0%
+92,954.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.6% |
| 7D | +0.2% | +2.3% | -2.1% | -0.2% |
| 30D | +0.3% | +33.1% | -32.7% | -4.1% |
| 3M | +1.3% | +6.5% | -5.1% | -0.3% |
| 6M | +54.0% | +53.8% | +0.2% | +42.6% |
| YTD | +24.3% | +11.2% | +13.1% | +20.8% |
| 1Y | +25.8% | +19.4% | +6.4% | +21.0% |
| 3Y | +26.0% | +81.0% | -55.1% | +13.9% |
| 5Y | -40.1% | +33.4% | -73.6% | -43.9% |
| 10Y | +210.6% | +164.3% | +46.3% | +157.8% |
| All | +101,542.6% | +8,588.0% | +92,954.6% | +49,394.7% |
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