+3,595.7%
DLR vs TECH
+862.7%
+2,733.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | -3.4% | +0.7% | -4.1% | -3.5% |
| 3M | +0.5% | +36.3% | -35.8% | -9.0% |
| 6M | +4.6% | +25.6% | -21.0% | -4.5% |
| YTD | +23.4% | +23.7% | -0.3% | +12.5% |
| 1Y | +19.0% | +37.6% | -18.6% | +3.8% |
| 3Y | +56.5% | -6.6% | +63.1% | +48.4% |
| 5Y | +33.3% | -42.2% | +75.6% | +45.2% |
| 10Y | +165.1% | +187.6% | -22.4% | +46.0% |
| All | +3,595.7% | +862.7% | +2,733.0% | +1,229.8% |
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