+7,210.0%
URI vs TECH
+4,103.3%
+3,106.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +1.0% | +1.1% |
| 7D | -9.8% | +0.2% | -9.9% | -9.8% |
| 30D | +1.7% | +0.3% | +1.4% | +1.6% |
| 3M | -9.1% | +1.3% | -10.4% | -9.5% |
| 6M | +9.9% | +54.0% | -44.1% | -6.3% |
| YTD | +31.2% | +24.3% | +6.9% | +17.9% |
| 1Y | +25.9% | +25.8% | +0.1% | +12.5% |
| 3Y | +147.4% | +26.0% | +121.4% | +112.6% |
| 5Y | +179.7% | -40.1% | +219.9% | +206.4% |
| 10Y | +1,419.5% | +210.6% | +1,209.0% | +833.1% |
| All | +7,210.0% | +4,103.3% | +3,106.7% | +1,819.2% |
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 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