+1,151.9%
URI vs TECH
+187.7%
+964.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +9.3% | +0.2% | +9.1% | +9.2% |
| 30D | +7.6% | +0.5% | +7.1% | +7.4% |
| 3M | +1.0% | +1.0% | +0.1% | +0.7% |
| 6M | +19.8% | +54.1% | -34.2% | 0.0% |
| YTD | +41.9% | +24.4% | +17.5% | +25.2% |
| 1Y | +33.4% | +19.3% | +14.1% | +19.8% |
| 3Y | +156.0% | +28.5% | +127.5% | +108.0% |
| 5Y | +209.5% | -41.0% | +250.5% | +255.5% |
| All | +1,151.9% | +187.7% | +964.1% | +505.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling