+154.8%
URI vs TECH
+29.5%
+125.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +8.8% |
| 3M | +0.8% | +1.0% | -0.2% | +0.6% |
| 6M | +23.1% | +54.0% | -30.8% | +9.6% |
| YTD | +43.1% | +24.3% | +18.7% | +32.4% |
| 1Y | +35.7% | +23.7% | +12.0% | +25.7% |
| All | +154.8% | +29.5% | +125.4% | +116.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling