+43.3%
TGT vs TECH
+1.4%
+41.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.2% |
| 7D | -3.6% | -0.1% | -3.5% | -3.6% |
| 30D | +4.4% | +0.3% | +4.1% | +4.4% |
| 3M | +25.4% | +32.9% | -7.6% | +18.3% |
| 6M | +33.4% | +32.1% | +1.3% | +24.8% |
| YTD | +65.6% | +23.4% | +42.2% | +57.0% |
| 1Y | +80.3% | +34.1% | +46.2% | +66.4% |
| All | +43.3% | +1.4% | +41.9% | +42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling