+21.4%
UL vs TECH
-41.8%
+63.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -1.3% | +0.2% | -1.5% | -1.3% |
| 30D | +0.9% | +0.1% | +0.8% | +0.9% |
| 3M | +14.2% | +37.5% | -23.3% | +10.8% |
| 6M | -3.2% | +34.6% | -37.8% | -6.4% |
| YTD | -0.3% | +23.5% | -23.8% | -2.9% |
| 1Y | -8.8% | +34.4% | -43.2% | -12.2% |
| 3Y | +23.9% | +2.3% | +21.6% | +21.6% |
| 5Y | +21.4% | -41.7% | +63.1% | +23.5% |
| All | +21.4% | -41.8% | +63.2% | +23.5% |
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 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