+6.9%
TLT vs TECH
+25.9%
-19.0%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +6.2% | +0.3% | +5.8% | +6.2% |
| 3M | +0.1% | +1.3% | -1.3% | 0.0% |
| 6M | -3.0% | +54.0% | -56.9% | -5.3% |
| YTD | -2.7% | +24.3% | -27.0% | -4.3% |
| 1Y | -4.8% | +25.8% | -30.6% | -6.5% |
| 3Y | +6.9% | +26.0% | -19.1% | +1.4% |
| All | +6.9% | +25.9% | -19.0% | +1.4% |
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