+91.7%
USB vs TECH
+208.1%
-116.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | 0.0% | +0.2% | -0.2% | 0.0% |
| 30D | +5.8% | +0.3% | +5.5% | +5.7% |
| 3M | -6.0% | +1.3% | -7.3% | -6.3% |
| 6M | +7.8% | +54.0% | -46.2% | -5.7% |
| YTD | +14.6% | +24.3% | -9.7% | +5.1% |
| 1Y | +31.8% | +25.8% | +6.0% | +20.3% |
| 3Y | +91.5% | +26.0% | +65.6% | +68.2% |
| 5Y | +22.0% | -40.1% | +62.2% | +30.3% |
| All | +91.7% | +208.1% | -116.4% | +1.4% |
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