+203.6%
TGT vs TECH
+189.9%
+13.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -5.2% | -0.4% | -4.8% | -5.1% |
| 30D | +1.2% | 0.0% | +1.2% | +1.2% |
| 3M | +18.4% | +33.7% | -15.3% | +9.1% |
| 6M | +33.4% | +34.9% | -1.5% | +20.9% |
| YTD | +63.8% | +23.2% | +40.6% | +51.6% |
| 1Y | +77.2% | +36.3% | +40.9% | +58.2% |
| 3Y | +41.8% | +2.3% | +39.5% | +32.2% |
| 5Y | -25.5% | -42.9% | +17.4% | -19.6% |
| All | +203.6% | +189.9% | +13.6% | +97.1% |
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