+1,218.8%
URI vs TECH
+204.1%
+1,014.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.1% | +6.8% | +6.9% |
| 7D | -4.0% | +0.2% | -4.2% | -4.1% |
| 30D | +6.8% | +0.5% | +6.3% | +6.6% |
| 3M | -2.8% | +0.9% | -3.7% | -3.1% |
| 6M | +20.9% | +51.0% | -30.2% | +1.6% |
| YTD | +40.2% | +24.4% | +15.9% | +23.8% |
| 1Y | +34.1% | +27.6% | +6.5% | +16.8% |
| 3Y | +164.1% | +29.9% | +134.2% | +113.5% |
| 5Y | +199.3% | -40.6% | +240.0% | +242.9% |
| 10Y | +1,218.8% | +196.7% | +1,022.1% | +536.3% |
| All | +1,218.8% | +204.1% | +1,014.7% | +536.3% |
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