+3,310.4%
V vs TECH
+431.8%
+2,878.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +2.2% | +0.2% | +2.0% | +2.1% |
| 30D | +13.6% | +0.3% | +13.2% | +13.5% |
| 3M | +14.3% | +1.3% | +13.0% | +13.8% |
| 6M | +33.1% | +54.0% | -20.9% | +13.3% |
| YTD | +21.2% | +24.3% | -3.1% | +8.9% |
| 1Y | +26.4% | +25.8% | +0.6% | +12.7% |
| 3Y | +77.6% | +26.0% | +51.6% | +46.2% |
| 5Y | +102.6% | -40.1% | +142.7% | +121.7% |
| 10Y | +464.4% | +210.6% | +253.8% | +158.3% |
| All | +3,310.4% | +431.8% | +2,878.5% | +1,032.8% |
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