+60,787.5%
EME vs TECH
+13,146.4%
+47,641.1%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.7% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | -8.3% | +0.7% | -9.0% | -8.4% |
| 3M | -10.7% | +36.3% | -47.1% | -17.1% |
| 6M | +1.9% | +25.6% | -23.7% | -4.7% |
| YTD | +23.5% | +23.7% | -0.2% | +15.4% |
| 1Y | +18.0% | +37.6% | -19.7% | +7.2% |
| 3Y | +236.1% | -6.6% | +242.7% | +224.4% |
| 5Y | +527.9% | -42.2% | +570.1% | +562.1% |
| 10Y | +1,252.8% | +187.6% | +1,065.2% | +884.7% |
| All | +60,787.5% | +13,146.4% | +47,641.1% | +24,187.0% |
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