+14,219.4%
DE vs TECH
+101,682.3%
-87,462.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | +0.3% | +0.1% | +0.1% | +0.3% |
| 30D | +3.6% | +0.5% | +3.0% | +3.5% |
| 3M | +10.2% | +1.1% | +9.2% | +10.1% |
| 6M | +16.6% | +62.8% | -46.3% | +7.7% |
| YTD | +45.8% | +24.5% | +21.4% | +39.3% |
| 1Y | +43.9% | +20.6% | +23.3% | +38.0% |
| 3Y | +89.6% | +29.5% | +60.1% | +76.8% |
| 5Y | +100.3% | -40.9% | +141.2% | +107.0% |
| 10Y | +760.8% | +189.5% | +571.3% | +602.2% |
| All | +14,219.4% | +101,682.3% | -87,462.9% | +8,847.0% |
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 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