+318.5%
TPR vs TECH
+187.0%
+131.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -2.3% | +0.1% | -2.4% | -2.3% |
| 30D | -23.0% | +0.7% | -23.7% | -23.2% |
| 3M | -12.5% | +36.3% | -48.8% | -22.8% |
| 6M | -21.4% | +25.6% | -47.0% | -30.1% |
| YTD | -3.5% | +23.7% | -27.2% | -14.3% |
| 1Y | +17.4% | +37.6% | -20.3% | -1.4% |
| 3Y | +291.3% | -6.6% | +297.8% | +268.5% |
| 5Y | +241.9% | -42.2% | +284.1% | +290.8% |
| All | +318.5% | +187.0% | +131.5% | +96.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling