+395.7%
EFA vs TECH
+885.3%
-489.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | +0.9% | +0.7% | +0.1% | +0.7% |
| 3M | +4.9% | +36.3% | -31.5% | -4.6% |
| 6M | +8.6% | +25.6% | -17.0% | -0.4% |
| YTD | +14.6% | +23.7% | -9.1% | +5.1% |
| 1Y | +22.6% | +37.6% | -15.0% | +8.2% |
| 3Y | +66.5% | -6.6% | +73.1% | +58.2% |
| 5Y | +54.5% | -42.2% | +96.8% | +65.9% |
| 10Y | +144.8% | +187.6% | -42.8% | +46.9% |
| All | +395.7% | +885.3% | -489.6% | +105.1% |
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