+13,634.3%
TSM vs TECH
+3,895.3%
+9,739.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | +3.6% | +0.7% | +2.9% | +3.4% |
| 3M | -3.4% | +36.3% | -39.7% | -13.3% |
| 6M | +20.6% | +25.6% | -5.0% | +9.1% |
| YTD | +41.9% | +23.7% | +18.2% | +28.2% |
| 1Y | +84.4% | +37.6% | +46.7% | +59.6% |
| 3Y | +380.2% | -6.6% | +386.8% | +354.5% |
| 5Y | +275.3% | -42.2% | +317.6% | +306.1% |
| 10Y | +1,751.4% | +187.6% | +1,563.8% | +1,053.0% |
| All | +13,634.3% | +3,895.3% | +9,739.0% | +2,946.0% |
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