+8,200.6%
USB vs TECH
+101,472.8%
-93,272.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +2.4% | +0.1% | +2.3% | +2.4% |
| 30D | +6.6% | +0.2% | +6.4% | +6.5% |
| 3M | -4.1% | +1.0% | -5.1% | -4.2% |
| 6M | +12.5% | +33.3% | -20.8% | +6.7% |
| YTD | +17.6% | +24.2% | -6.6% | +12.4% |
| 1Y | +36.5% | +19.7% | +16.8% | +31.1% |
| 3Y | +95.4% | +25.8% | +69.6% | +83.9% |
| 5Y | +26.1% | -39.9% | +66.0% | +30.4% |
| 10Y | +101.3% | +210.4% | -109.1% | +64.8% |
| All | +8,200.6% | +101,472.8% | -93,272.2% | +4,688.7% |
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 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