+108.7%
USB vs TECH
+187.6%
-78.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | -1.3% | +0.7% | -2.0% | -1.5% |
| 3M | +15.2% | +36.3% | -21.1% | +4.8% |
| 6M | +18.8% | +25.6% | -6.7% | +9.1% |
| YTD | +21.0% | +23.7% | -2.7% | +11.2% |
| 1Y | +34.0% | +37.6% | -3.6% | +18.2% |
| 3Y | +95.3% | -6.6% | +101.9% | +87.8% |
| 5Y | +40.4% | -42.2% | +82.6% | +51.2% |
| All | +108.7% | +187.6% | -78.8% | +16.7% |
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