+18.2%
EFA vs TECH
+42.2%
-24.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | -1.5% | -0.4% | -1.1% | -1.5% |
| 30D | -1.7% | 0.0% | -1.6% | -1.7% |
| 3M | +3.5% | +33.7% | -30.2% | +0.9% |
| 6M | +9.5% | +34.9% | -25.4% | +5.9% |
| YTD | +12.9% | +23.2% | -10.3% | +10.3% |
| 1Y | +18.2% | +36.3% | -18.1% | +13.4% |
| All | +18.2% | +42.2% | -24.0% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling