+2,926.4%
V vs TECH
+429.3%
+2,497.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -1.0% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | +2.0% | +0.7% | +1.3% | +1.7% |
| 3M | +17.4% | +36.3% | -19.0% | +4.6% |
| 6M | +17.5% | +25.6% | -8.1% | +5.7% |
| YTD | +7.6% | +23.7% | -16.1% | -3.2% |
| 1Y | +7.7% | +37.6% | -29.9% | -7.8% |
| 3Y | +54.7% | -6.6% | +61.2% | +44.0% |
| 5Y | +73.0% | -42.2% | +115.3% | +91.9% |
| 10Y | +390.9% | +187.6% | +203.3% | +132.7% |
| All | +2,926.4% | +429.3% | +2,497.2% | +906.8% |
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