+238.2%
ET vs TECH
-41.8%
+280.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +0.4% | +0.2% | +0.2% | +0.4% |
| 30D | +6.9% | +0.1% | +6.7% | +6.8% |
| 3M | +13.1% | +37.5% | -24.4% | +8.9% |
| 6M | +18.7% | +34.6% | -15.9% | +14.0% |
| YTD | +37.4% | +23.5% | +14.0% | +33.0% |
| 1Y | +34.8% | +34.4% | +0.4% | +28.3% |
| 3Y | +96.8% | +2.3% | +94.5% | +90.1% |
| 5Y | +238.2% | -41.7% | +279.9% | +225.6% |
| All | +238.2% | -41.8% | +280.0% | +225.6% |
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