+34.2%
EEM vs TECH
-41.4%
+75.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.5% | +2.4% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | -6.2% | +0.3% | -6.5% | -6.3% |
| 3M | -5.2% | +1.0% | -6.2% | -5.3% |
| 6M | -8.1% | +54.0% | -62.1% | -15.5% |
| YTD | +14.0% | +24.3% | -10.3% | +7.9% |
| 1Y | +13.8% | +23.7% | -9.9% | +7.7% |
| 3Y | +73.7% | +28.5% | +45.3% | +56.6% |
| All | +34.2% | -41.4% | +75.6% | +40.8% |
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