+555.7%
EME vs TECH
-42.3%
+598.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.4% | -2.4% |
| 7D | +2.7% | -0.1% | +2.8% | +2.7% |
| 30D | -6.8% | +0.3% | -7.1% | -6.9% |
| 3M | -8.8% | +32.9% | -41.8% | -14.5% |
| 6M | +5.0% | +32.1% | -27.1% | -2.4% |
| YTD | +23.5% | +23.4% | +0.1% | +16.0% |
| 1Y | +21.3% | +34.1% | -12.7% | +11.3% |
| 3Y | +241.1% | +2.2% | +238.9% | +224.1% |
| All | +555.7% | -42.3% | +598.0% | +589.0% |
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