+42.1%
U vs TECH
+21.0%
+21.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.2% | +5.2% |
| 7D | +2.6% | +0.1% | +2.4% | +2.5% |
| 30D | +27.6% | +0.5% | +27.0% | +27.4% |
| 3M | +15.3% | +1.1% | +14.2% | +15.1% |
| 6M | +96.4% | +62.8% | +33.6% | +72.6% |
| YTD | +19.6% | +24.5% | -4.9% | +17.0% |
| 1Y | +42.1% | +20.6% | +21.5% | +39.6% |
| All | +42.1% | +21.0% | +21.1% | +39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling