+117.6%
DT vs TECH
+41.6%
+76.0%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | +2.0% | +0.7% | +1.3% | +1.7% |
| 3M | +20.0% | +36.3% | -16.3% | +3.7% |
| 6M | +39.3% | +25.6% | +13.7% | +22.3% |
| YTD | +19.8% | +23.7% | -3.9% | +4.9% |
| 1Y | +4.3% | +37.6% | -33.4% | -14.2% |
| 3Y | +7.7% | -6.6% | +14.3% | -1.1% |
| 5Y | -26.8% | -42.2% | +15.4% | -8.9% |
| All | +117.6% | +41.6% | +76.0% | +34.6% |
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