-25.6%
TGT vs TECH
-42.4%
+16.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -5.0% | -0.5% | -4.5% | -4.9% |
| 30D | +3.0% | 0.0% | +3.0% | +3.0% |
| 3M | +22.6% | +37.4% | -14.8% | +12.4% |
| 6M | +31.2% | +36.9% | -5.7% | +18.6% |
| YTD | +63.7% | +23.1% | +40.6% | +51.9% |
| 1Y | +78.5% | +42.2% | +36.2% | +57.3% |
| 3Y | +40.5% | +1.9% | +38.6% | +31.1% |
| 5Y | -25.6% | -42.9% | +17.3% | -19.0% |
| All | -25.6% | -42.4% | +16.8% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling