+99.5%
U vs TECH
+25.9%
+73.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.4% |
| 7D | +36.6% | +0.2% | +36.4% | +36.5% |
| 30D | +13.3% | +0.3% | +13.0% | +13.1% |
| 3M | +26.2% | +1.3% | +24.8% | +25.5% |
| 6M | +88.7% | +54.0% | +34.8% | +53.5% |
| YTD | +16.6% | +24.3% | -7.7% | +3.4% |
| 1Y | +29.0% | +25.8% | +3.1% | +13.0% |
| 3Y | +99.5% | +26.0% | +73.5% | +58.5% |
| All | +99.5% | +25.9% | +73.6% | +58.5% |
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