+201.6%
TGT vs TECH
+187.9%
+13.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.3% | +0.3% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | +4.7% | +0.5% | +4.2% | +4.5% |
| 3M | +4.6% | +1.1% | +3.5% | +4.3% |
| 6M | +34.9% | +62.8% | -28.0% | +17.8% |
| YTD | +70.9% | +24.5% | +46.5% | +57.8% |
| 1Y | +84.4% | +20.6% | +63.7% | +71.4% |
| 3Y | +69.1% | +29.5% | +39.7% | +46.7% |
| 5Y | -26.9% | -40.9% | +14.0% | -21.7% |
| All | +201.6% | +187.9% | +13.7% | +97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling