+92.5%
USB vs TECH
+25.7%
+66.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -1.5% | -0.1% | -1.4% | -1.5% |
| 30D | +4.3% | +0.3% | +4.0% | +4.2% |
| 3M | -6.1% | +1.0% | -7.1% | -6.3% |
| 6M | +9.4% | +28.6% | -19.2% | +1.7% |
| YTD | +15.2% | +24.1% | -8.9% | +7.2% |
| 1Y | +32.8% | +21.9% | +10.8% | +24.0% |
| All | +92.5% | +25.7% | +66.8% | +62.2% |
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