-68.0%
U vs TECH
-41.8%
-26.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.7% |
| 7D | +4.5% | +0.2% | +4.3% | +4.3% |
| 30D | -0.6% | +0.1% | -0.7% | -0.7% |
| 3M | +48.4% | +37.5% | +10.9% | +15.4% |
| 6M | +115.4% | +34.6% | +80.8% | +62.2% |
| YTD | -3.2% | +23.5% | -26.7% | -22.4% |
| 1Y | -6.0% | +34.4% | -40.4% | -32.5% |
| 3Y | +13.5% | +2.3% | +11.2% | -5.7% |
| 5Y | -68.0% | -41.7% | -26.3% | -48.2% |
| All | -68.0% | -41.8% | -26.2% | -48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling