+46.6%
EEM vs TECH
-42.1%
+88.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +2.0% | -0.1% | +2.0% | +2.0% |
| 30D | +5.1% | +0.3% | +4.8% | +5.0% |
| 3M | +4.6% | +32.9% | -28.4% | -1.0% |
| 6M | +17.8% | +32.1% | -14.3% | +10.5% |
| YTD | +25.8% | +23.4% | +2.4% | +19.3% |
| 1Y | +36.4% | +34.1% | +2.3% | +26.6% |
| 3Y | +90.0% | +2.2% | +87.8% | +81.3% |
| 5Y | +46.6% | -41.8% | +88.4% | +52.8% |
| All | +46.6% | -42.1% | +88.7% | +52.8% |
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