-10.9%
DT vs TECH
+25.7%
-36.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.2% | +1.2% |
| 7D | -20.2% | +0.2% | -20.5% | -20.3% |
| 30D | -30.8% | +0.5% | -31.3% | -30.8% |
| 3M | -10.2% | +0.9% | -11.1% | -10.3% |
| 6M | +8.0% | +51.0% | -43.0% | +1.5% |
| YTD | +1.5% | +24.4% | -22.9% | -2.9% |
| 1Y | -6.9% | +27.6% | -34.5% | -11.3% |
| 3Y | -10.9% | +29.9% | -40.8% | -18.7% |
| All | -10.9% | +25.7% | -36.6% | -18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling