+58.1%
XYZ vs TECH
+29.5%
+28.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.1% |
| 7D | -2.1% | +0.2% | -2.4% | -2.2% |
| 30D | +7.0% | +0.5% | +6.5% | +6.9% |
| 3M | +5.1% | +1.0% | +4.1% | +4.8% |
| 6M | +14.1% | +54.1% | -40.0% | -1.3% |
| YTD | +26.4% | +24.4% | +2.0% | +16.1% |
| 1Y | +25.1% | +19.3% | +5.8% | +16.4% |
| All | +58.1% | +29.5% | +28.6% | +43.4% |
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