+2.4%
TECH vs SPXS
-80.6%
+83.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | +0.5% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +0.7% | +0.8% | -0.1% | +1.1% |
| 3M | +36.3% | -4.7% | +41.1% | +35.1% |
| 6M | +25.6% | -29.6% | +55.2% | +11.5% |
| YTD | +23.7% | -29.8% | +53.5% | +10.4% |
| 1Y | +37.6% | -38.9% | +76.6% | +17.4% |
| All | +2.4% | -80.6% | +83.0% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 3y: compounded portfolio wealth divided by compounded SPXS 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…
3y analysis · Full analysis span regression · 6 months rolling