+4,504.5%
ETR vs TECH
+101,570.6%
-97,066.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | +1.2% | 0.0% | +1.1% | +1.2% |
| 30D | +7.0% | +0.4% | +6.6% | +7.0% |
| 3M | +4.6% | +1.0% | +3.6% | +4.5% |
| 6M | +0.1% | +62.7% | -62.5% | -3.7% |
| YTD | +23.2% | +24.3% | -1.1% | +20.4% |
| 1Y | +20.6% | +20.5% | +0.1% | +18.1% |
| 3Y | +156.3% | +29.3% | +126.9% | +146.6% |
| 5Y | +159.6% | -41.0% | +200.6% | +163.1% |
| 10Y | +377.1% | +189.2% | +187.9% | +328.9% |
| All | +4,504.5% | +101,570.6% | -97,066.1% | +3,557.4% |
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 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