+101.9%
DE vs TECH
-41.4%
+143.3%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -1.9% | -1.9% |
| 7D | +2.3% | +0.2% | +2.1% | +2.3% |
| 30D | +4.4% | +0.5% | +3.9% | +4.3% |
| 3M | +9.8% | +1.0% | +8.8% | +9.6% |
| 6M | +15.8% | +54.1% | -38.3% | +6.1% |
| YTD | +47.0% | +24.4% | +22.6% | +38.9% |
| 1Y | +42.8% | +19.3% | +23.5% | +36.1% |
| 3Y | +88.9% | +28.5% | +60.4% | +72.7% |
| 5Y | +101.9% | -41.0% | +142.8% | +96.0% |
| All | +101.9% | -41.4% | +143.3% | +96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling