+101,682.3%
TECH vs PPG
+3,036.2%
+98,646.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +0.1% | +0.7% | -0.6% | -0.1% |
| 30D | +0.5% | +17.6% | -17.0% | -5.1% |
| 3M | +1.1% | +7.5% | -6.4% | -1.7% |
| 6M | +62.8% | +17.6% | +45.2% | +53.0% |
| YTD | +24.5% | +22.6% | +1.9% | +14.5% |
| 1Y | +20.6% | +28.0% | -7.4% | +9.3% |
| 3Y | +29.5% | +1.8% | +27.7% | +27.4% |
| 5Y | -40.9% | -15.5% | -25.4% | -38.8% |
| 10Y | +189.5% | +54.9% | +134.6% | +141.8% |
| All | +101,682.3% | +3,036.2% | +98,646.1% | +43,313.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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