+12,377.6%
TSM vs TECH
+3,917.4%
+8,460.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | -2.5% | +0.2% | -2.7% | -2.6% |
| 30D | -14.3% | +0.5% | -14.8% | -14.4% |
| 3M | -7.2% | +0.9% | -8.1% | -7.5% |
| 6M | -5.1% | +51.0% | -56.2% | -17.9% |
| YTD | +28.9% | +24.4% | +4.5% | +16.3% |
| 1Y | +37.1% | +27.6% | +9.5% | +22.4% |
| 3Y | +341.5% | +29.9% | +311.5% | +275.1% |
| 5Y | +245.7% | -40.6% | +286.3% | +271.7% |
| 10Y | +1,502.2% | +196.7% | +1,305.5% | +888.7% |
| All | +12,377.6% | +3,917.4% | +8,460.2% | +2,662.6% |
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