+1,210.8%
URI vs TECH
+193.9%
+1,016.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +2.4% | +0.1% | +2.3% | +2.4% |
| 30D | +8.9% | +0.3% | +8.6% | +8.7% |
| 3M | +0.8% | +1.0% | -0.2% | +0.4% |
| 6M | +23.1% | +54.0% | -30.8% | +2.7% |
| YTD | +43.1% | +24.3% | +18.7% | +26.3% |
| 1Y | +35.7% | +23.7% | +12.0% | +19.9% |
| 3Y | +158.2% | +28.5% | +129.7% | +109.8% |
| 5Y | +212.6% | -41.2% | +253.8% | +259.8% |
| 10Y | +1,210.8% | +189.2% | +1,021.6% | +535.2% |
| All | +1,210.8% | +193.9% | +1,016.9% | +535.2% |
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 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