+25.4%
ED vs TECH
+26.8%
-1.3%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +2.1% | +0.2% | +1.9% | +2.1% |
| 30D | +12.4% | +0.5% | +11.9% | +12.4% |
| 3M | +13.1% | +1.1% | +12.0% | +13.2% |
| 6M | +14.1% | +51.0% | -37.0% | +15.2% |
| YTD | +23.1% | +24.4% | -1.3% | +23.9% |
| 1Y | +25.4% | +27.4% | -2.0% | +26.4% |
| All | +25.4% | +26.8% | -1.3% | +26.4% |
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 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