+65.9%
EW vs TECH
+29.6%
+36.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +4.9% | +0.1% | +4.8% | +4.9% |
| 30D | +23.9% | +0.5% | +23.4% | +23.9% |
| 3M | +15.8% | +1.1% | +14.7% | +15.6% |
| 6M | +31.7% | +62.8% | -31.2% | +24.7% |
| YTD | +25.7% | +24.5% | +1.2% | +21.9% |
| 1Y | +24.4% | +20.6% | +3.8% | +21.0% |
| 3Y | +65.9% | +29.5% | +36.4% | +57.2% |
| All | +65.9% | +29.6% | +36.3% | +57.2% |
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