+19.6%
TMO vs TECH
+1.2%
+18.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -0.6% | -0.4% | -0.2% | -0.5% |
| 30D | +1.1% | 0.0% | +1.2% | +1.2% |
| 3M | +28.3% | +33.7% | -5.3% | +12.7% |
| 6M | +23.3% | +34.9% | -11.6% | +6.2% |
| YTD | +5.5% | +23.2% | -17.7% | -5.8% |
| 1Y | +24.5% | +36.3% | -11.8% | +5.7% |
| 3Y | +19.6% | +2.3% | +17.3% | +11.5% |
| All | +19.6% | +1.2% | +18.3% | +11.5% |
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