+67.3%
ED vs TECH
-41.8%
+109.1%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +0.5% | +0.2% | +0.3% | +0.5% |
| 30D | +1.1% | +0.1% | +1.0% | +1.1% |
| 3M | +4.6% | +37.5% | -32.8% | +3.2% |
| 6M | -2.0% | +34.6% | -36.5% | -3.4% |
| YTD | +11.7% | +23.5% | -11.8% | +10.4% |
| 1Y | +15.7% | +34.4% | -18.7% | +13.6% |
| 3Y | +34.4% | +2.3% | +32.1% | +33.3% |
| 5Y | +67.3% | -41.7% | +109.0% | +66.1% |
| All | +67.3% | -41.8% | +109.1% | +66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling