+112.2%
DT vs TECH
+41.2%
+70.9%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -0.5% | -0.1% | -0.5% | -0.5% |
| 30D | +0.1% | +0.3% | -0.2% | -0.1% |
| 3M | +24.1% | +32.9% | -8.8% | +8.5% |
| 6M | +30.1% | +32.1% | -2.0% | +11.8% |
| YTD | +16.8% | +23.4% | -6.6% | +2.4% |
| 1Y | -0.1% | +34.1% | -34.2% | -16.7% |
| 3Y | +6.8% | +2.2% | +4.7% | -7.8% |
| 5Y | -28.4% | -41.8% | +13.4% | -11.3% |
| All | +112.2% | +41.2% | +70.9% | +31.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling