+2,207.4%
ED vs TECH
+101,053.8%
-98,846.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -0.1% | +0.7% | -0.8% | -0.2% |
| 3M | +3.9% | +36.3% | -32.4% | +2.1% |
| 6M | -3.0% | +25.6% | -28.6% | -4.6% |
| YTD | +10.7% | +23.7% | -13.0% | +8.9% |
| 1Y | +13.3% | +37.6% | -24.3% | +10.6% |
| 3Y | +34.5% | -6.6% | +41.1% | +33.1% |
| 5Y | +67.1% | -42.2% | +109.4% | +68.8% |
| 10Y | +103.0% | +187.6% | -84.5% | +86.0% |
| All | +2,207.4% | +101,053.8% | -98,846.5% | +1,701.5% |
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 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