-33.3%
TLT vs TECH
-42.5%
+9.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | -0.6% | +0.7% | -1.3% | -0.6% |
| 3M | -2.7% | +36.3% | -39.1% | -4.6% |
| 6M | -5.6% | +25.6% | -31.2% | -7.3% |
| YTD | -2.8% | +23.7% | -26.5% | -4.5% |
| 1Y | -1.4% | +37.6% | -39.1% | -4.1% |
| 3Y | -1.6% | -6.6% | +5.0% | -2.9% |
| All | -33.3% | -42.5% | +9.2% | -33.3% |
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