+190.4%
ETN vs TECH
-43.3%
+233.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | +3.5% | -0.4% | +4.0% | +3.6% |
| 30D | -7.5% | 0.0% | -7.5% | -7.5% |
| 3M | +8.3% | +33.7% | -25.3% | +1.3% |
| 6M | +20.2% | +34.9% | -14.7% | +10.6% |
| YTD | +34.7% | +23.2% | +11.5% | +26.3% |
| 1Y | +19.4% | +36.3% | -16.9% | +8.6% |
| 3Y | +85.5% | +2.3% | +83.2% | +76.3% |
| All | +190.4% | -43.3% | +233.8% | +208.5% |
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 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