+1,344.7%
EME vs TECH
+189.9%
+1,154.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.3% | +4.3% |
| 7D | +3.5% | -0.4% | +3.9% | +3.6% |
| 30D | -6.3% | 0.0% | -6.3% | -6.3% |
| 3M | -3.8% | +33.7% | -37.4% | -11.8% |
| 6M | +8.5% | +34.9% | -26.4% | -2.3% |
| YTD | +27.8% | +23.2% | +4.6% | +17.5% |
| 1Y | +22.2% | +36.3% | -14.1% | +8.5% |
| 3Y | +253.5% | +2.3% | +251.2% | +228.4% |
| 5Y | +578.6% | -42.9% | +621.5% | +655.2% |
| All | +1,344.7% | +189.9% | +1,154.7% | +589.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling