+9.1%
EQT vs TECH
+42.1%
-33.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -1.2% | -0.5% | -0.7% | -1.2% |
| 30D | +1.1% | 0.0% | +1.1% | +1.1% |
| 3M | +4.8% | +37.4% | -32.7% | +5.2% |
| 6M | -10.6% | +36.9% | -47.4% | -10.2% |
| YTD | +3.4% | +23.1% | -19.7% | +3.5% |
| All | +9.1% | +42.1% | -33.0% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling