+434.5%
TECH vs SPXU
-100.0%
+534.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | +0.4% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +0.7% | +0.8% | -0.1% | +1.0% |
| 3M | +36.3% | -4.7% | +41.0% | +35.3% |
| 6M | +25.6% | -29.6% | +55.2% | +14.5% |
| YTD | +23.7% | -29.9% | +53.6% | +13.3% |
| 1Y | +37.6% | -39.1% | +76.7% | +21.8% |
| 3Y | -6.6% | -80.0% | +73.4% | -34.3% |
| 5Y | -42.2% | -86.0% | +43.8% | -57.7% |
| 10Y | +187.6% | -99.5% | +287.1% | +13.7% |
| All | +434.5% | -100.0% | +534.4% | -0.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling