+6,459.5%
EFX vs TECH
+101,053.8%
-94,594.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | 0.0% | -6.3% | -6.4% |
| 7D | -8.6% | +0.1% | -8.7% | -8.7% |
| 30D | +0.1% | +0.7% | -0.6% | 0.0% |
| 3M | +3.8% | +36.3% | -32.5% | -2.1% |
| 6M | -13.5% | +25.6% | -39.1% | -17.9% |
| YTD | -17.7% | +23.7% | -41.4% | -21.7% |
| 1Y | -25.6% | +37.6% | -63.2% | -30.8% |
| 3Y | -12.1% | -6.6% | -5.5% | -13.7% |
| 5Y | -33.8% | -42.2% | +8.4% | -30.5% |
| 10Y | +45.1% | +187.6% | -142.4% | +20.2% |
| All | +6,459.5% | +101,053.8% | -94,594.4% | +3,072.7% |
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