+1,458.7%
ET vs TECH
+511.3%
+947.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +7.5% | +0.7% | +6.8% | +7.3% |
| 3M | +11.4% | +36.3% | -24.9% | +1.3% |
| 6M | +18.5% | +25.6% | -7.0% | +8.7% |
| YTD | +37.4% | +23.7% | +13.7% | +25.7% |
| 1Y | +30.9% | +37.6% | -6.7% | +14.6% |
| 3Y | +98.7% | -6.6% | +105.3% | +87.4% |
| 5Y | +230.7% | -42.2% | +272.9% | +256.8% |
| 10Y | +175.6% | +187.6% | -12.0% | +39.4% |
| All | +1,458.7% | +511.3% | +947.4% | +499.5% |
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