+396.8%
TPR vs TECH
+29.5%
+367.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -1.1% | +0.2% | -1.4% | -1.2% |
| 30D | +15.1% | +0.5% | +14.6% | +15.0% |
| 3M | -13.4% | +1.0% | -14.4% | -13.6% |
| 6M | +1.4% | +54.1% | -52.7% | -8.0% |
| YTD | +4.8% | +24.4% | -19.6% | -1.6% |
| 1Y | +29.2% | +19.3% | +9.9% | +22.6% |
| All | +396.8% | +29.5% | +367.3% | +303.4% |
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