+57.1%
DIA vs TECH
-41.1%
+98.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | +0.8% | +0.2% | +0.5% | +0.7% |
| 30D | +1.4% | +0.5% | +0.9% | +1.3% |
| 3M | -2.7% | +0.9% | -3.6% | -2.8% |
| 6M | +6.2% | +51.0% | -44.8% | -2.3% |
| YTD | +10.1% | +24.4% | -14.3% | +4.1% |
| 1Y | +13.0% | +27.6% | -14.6% | +6.1% |
| 3Y | +61.9% | +29.9% | +31.9% | +45.4% |
| 5Y | +57.1% | -40.6% | +97.7% | +63.3% |
| All | +57.1% | -41.1% | +98.2% | +63.3% |
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