+746.2%
EEM vs TECH
+1,735.7%
-989.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | +2.7% | +0.1% | +2.5% | +2.6% |
| 30D | -5.4% | +0.5% | -5.9% | -5.6% |
| 3M | -8.6% | +1.1% | -9.7% | -9.0% |
| 6M | -8.9% | +62.8% | -71.7% | -24.1% |
| YTD | +11.9% | +24.5% | -12.5% | +0.2% |
| 1Y | +13.1% | +20.6% | -7.6% | +2.1% |
| 3Y | +70.7% | +29.5% | +41.2% | +39.8% |
| 5Y | +31.8% | -40.9% | +72.7% | +43.5% |
| 10Y | +119.5% | +189.5% | -70.0% | +4.8% |
| All | +746.2% | +1,735.7% | -989.5% | +139.5% |
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