+151.1%
ETR vs TECH
-0.6%
+151.7%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.3% | +1.2% |
| 7D | +1.4% | +0.2% | +1.2% | +1.4% |
| 30D | +1.9% | +0.1% | +1.7% | +1.9% |
| 3M | +1.0% | +37.5% | -36.5% | -1.0% |
| 6M | +4.8% | +34.6% | -29.7% | +2.7% |
| YTD | +19.5% | +23.5% | -3.9% | +17.6% |
| 1Y | +28.1% | +34.4% | -6.3% | +25.0% |
| 3Y | +151.1% | +2.3% | +148.9% | +162.7% |
| All | +151.1% | -0.6% | +151.7% | +162.7% |
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