+128.5%
EEM vs TECH
+189.9%
-61.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | -1.3% | -0.4% | -0.8% | -1.1% |
| 30D | +2.1% | 0.0% | +2.1% | +2.1% |
| 3M | +1.0% | +33.7% | -32.6% | -6.4% |
| 6M | +15.9% | +34.9% | -19.0% | +5.8% |
| YTD | +24.6% | +23.2% | +1.5% | +16.0% |
| 1Y | +32.3% | +36.3% | -4.0% | +19.1% |
| 3Y | +85.9% | +2.3% | +83.6% | +74.0% |
| 5Y | +45.4% | -42.9% | +88.3% | +59.7% |
| All | +128.5% | +189.9% | -61.4% | +37.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling