+53.4%
EFA vs TECH
-42.1%
+95.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | -1.3% | +0.3% | -1.6% | -1.4% |
| 3M | +5.2% | +32.9% | -27.7% | -0.6% |
| 6M | +9.4% | +32.1% | -22.7% | +2.4% |
| YTD | +12.7% | +23.4% | -10.7% | +6.7% |
| 1Y | +19.3% | +34.1% | -14.8% | +10.4% |
| 3Y | +66.3% | +2.2% | +64.1% | +58.7% |
| 5Y | +53.4% | -41.8% | +95.2% | +60.2% |
| All | +53.4% | -42.1% | +95.5% | +60.2% |
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