+8,398.6%
TPR vs TECH
+550.8%
+7,847.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +14.2% | +0.2% | +14.0% | +14.1% |
| 30D | +17.1% | +0.3% | +16.7% | +16.9% |
| 3M | -17.7% | +1.3% | -19.0% | -18.1% |
| 6M | -10.2% | +54.0% | -64.1% | -25.6% |
| YTD | +4.9% | +24.3% | -19.4% | -7.7% |
| 1Y | +36.1% | +25.8% | +10.3% | +18.7% |
| 3Y | +416.5% | +26.0% | +390.5% | +326.4% |
| 5Y | +254.8% | -40.1% | +294.9% | +288.9% |
| 10Y | +391.7% | +210.6% | +181.2% | +165.7% |
| All | +8,398.6% | +550.8% | +7,847.8% | +2,812.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling