+854.3%
EEM vs TECH
+1,724.3%
-870.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.8% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | +4.5% | +0.7% | +3.8% | +4.3% |
| 3M | -0.1% | +36.3% | -36.4% | -11.1% |
| 6M | +16.9% | +25.6% | -8.6% | +5.0% |
| YTD | +26.2% | +23.7% | +2.5% | +13.2% |
| 1Y | +40.5% | +37.6% | +2.9% | +19.9% |
| 3Y | +86.2% | -6.6% | +92.8% | +73.9% |
| 5Y | +45.5% | -42.2% | +87.7% | +59.3% |
| 10Y | +128.6% | +187.6% | -58.9% | +9.1% |
| All | +854.3% | +1,724.3% | -870.1% | +170.7% |
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