+74.1%
DRI vs TECH
-40.1%
+114.3%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | +2.8% | +0.2% | +2.6% | +2.8% |
| 30D | +13.3% | +0.3% | +12.9% | +13.2% |
| 3M | +8.2% | +1.3% | +6.8% | +7.9% |
| 6M | +17.5% | +54.0% | -36.4% | +7.1% |
| YTD | +26.9% | +24.3% | +2.6% | +19.6% |
| 1Y | +31.6% | +25.8% | +5.8% | +23.5% |
| 3Y | +67.0% | +26.0% | +41.0% | +49.3% |
| All | +74.1% | -40.1% | +114.3% | +89.7% |
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