+53,162.3%
EME vs TECH
+13,228.7%
+39,933.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +8.4% | +0.1% | +8.2% | +8.3% |
| 30D | -11.5% | +0.5% | -12.0% | -11.6% |
| 3M | -20.6% | +1.1% | -21.7% | -20.8% |
| 6M | -28.5% | +62.8% | -91.3% | -36.3% |
| YTD | +8.0% | +24.5% | -16.5% | +0.8% |
| 1Y | +6.8% | +20.6% | -13.9% | +0.3% |
| 3Y | +213.9% | +29.5% | +184.4% | +181.9% |
| 5Y | +414.8% | -40.9% | +455.7% | +441.0% |
| 10Y | +916.9% | +189.5% | +727.5% | +639.1% |
| All | +53,162.3% | +13,228.7% | +39,933.6% | +21,115.0% |
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 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