+6,869.6%
EFX vs TECH
+101,570.6%
-94,701.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | +25.1% | +0.4% | +24.7% | +25.0% |
| 3M | +1.7% | +1.0% | +0.7% | +1.5% |
| 6M | +18.4% | +62.7% | -44.3% | +8.2% |
| YTD | -12.5% | +24.3% | -36.8% | -16.9% |
| 1Y | -8.1% | +20.5% | -28.6% | -12.3% |
| 3Y | +4.8% | +29.3% | -24.5% | -2.3% |
| 5Y | -30.1% | -41.0% | +10.9% | -26.8% |
| 10Y | +81.5% | +189.2% | -107.7% | +50.2% |
| All | +6,869.6% | +101,570.6% | -94,701.0% | +3,268.3% |
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