-4.2%
DT vs TECH
+21.0%
-25.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +3.1% | +0.1% | +3.0% | +3.1% |
| 30D | -29.5% | +0.5% | -30.1% | -29.6% |
| 3M | -11.7% | +1.1% | -12.8% | -11.8% |
| 6M | +29.0% | +62.8% | -33.8% | +19.6% |
| YTD | +3.4% | +24.5% | -21.1% | -2.3% |
| 1Y | -4.2% | +20.6% | -24.9% | -9.5% |
| All | -4.2% | +21.0% | -25.2% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling