+2,732.3%
UL vs TECH
+101,626.4%
-98,894.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.5% | +0.2% | -2.7% | -2.5% |
| 30D | +5.7% | +0.5% | +5.2% | +5.6% |
| 3M | +7.0% | +1.0% | +6.0% | +6.9% |
| 6M | +16.1% | +54.1% | -38.0% | +11.3% |
| YTD | +3.6% | +24.4% | -20.8% | +0.8% |
| 1Y | -1.4% | +19.3% | -20.7% | -3.7% |
| 3Y | +34.1% | +28.5% | +5.5% | +28.2% |
| 5Y | +32.0% | -41.0% | +72.9% | +34.3% |
| 10Y | +104.7% | +189.3% | -84.6% | +78.9% |
| All | +2,732.3% | +101,626.4% | -98,894.1% | +1,795.4% |
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