+851.5%
DE vs TECH
+189.9%
+661.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -2.6% | -0.4% | -2.1% | -2.5% |
| 30D | +9.0% | 0.0% | +9.1% | +9.0% |
| 3M | +19.1% | +33.7% | -14.5% | +9.8% |
| 6M | +14.4% | +34.9% | -20.5% | +3.6% |
| YTD | +45.9% | +23.2% | +22.8% | +35.1% |
| 1Y | +43.6% | +36.3% | +7.3% | +28.2% |
| 3Y | +75.9% | +2.3% | +73.6% | +64.7% |
| 5Y | +98.8% | -42.9% | +141.7% | +118.8% |
| All | +851.5% | +189.9% | +661.5% | +386.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling