-41.2%
TECH vs SPXU
-84.0%
+42.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | -1.5% |
| 7D | +0.1% | +1.5% | -1.4% | +1.0% |
| 30D | +0.3% | +6.4% | -6.0% | +3.1% |
| 3M | +1.0% | +4.2% | -3.2% | +3.2% |
| 6M | +54.0% | -7.8% | +61.7% | +51.4% |
| YTD | +24.3% | -27.5% | +51.9% | +12.8% |
| 1Y | +23.7% | -27.1% | +50.9% | +13.0% |
| 3Y | +28.5% | -80.8% | +109.3% | -21.5% |
| 5Y | -41.2% | -84.1% | +42.9% | -59.4% |
| All | -41.2% | -84.0% | +42.7% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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