+126.1%
ETR vs TECH
-42.1%
+168.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.2% |
| 7D | +0.4% | -0.1% | +0.5% | +0.4% |
| 30D | +2.0% | +0.3% | +1.8% | +2.0% |
| 3M | -1.7% | +32.9% | -34.6% | -4.1% |
| 6M | +3.6% | +32.1% | -28.5% | +0.7% |
| YTD | +18.0% | +23.4% | -5.3% | +15.2% |
| 1Y | +26.2% | +34.1% | -7.8% | +21.9% |
| 3Y | +148.0% | +2.2% | +145.8% | +142.5% |
| 5Y | +126.1% | -41.8% | +167.9% | +123.4% |
| All | +126.1% | -42.1% | +168.2% | +123.4% |
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