+85.2%
ET vs TECH
+29.9%
+55.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -1.9% | +0.2% | -2.1% | -1.9% |
| 30D | -3.1% | +0.5% | -3.6% | -3.1% |
| 3M | -3.9% | +1.1% | -5.0% | -4.0% |
| 6M | +4.0% | +51.0% | -47.0% | +0.2% |
| YTD | +26.4% | +24.4% | +2.1% | +23.3% |
| 1Y | +24.9% | +27.4% | -2.6% | +21.2% |
| 3Y | +85.2% | +28.5% | +56.7% | +79.7% |
| All | +85.2% | +29.9% | +55.3% | +79.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling