+513.6%
EWT vs TECH
+189.9%
+323.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.8% | +1.8% |
| 7D | -1.1% | -0.4% | -0.7% | -1.0% |
| 30D | +4.5% | 0.0% | +4.5% | +4.5% |
| 3M | +8.3% | +33.7% | -25.4% | 0.0% |
| 6M | +54.2% | +34.9% | +19.3% | +40.5% |
| YTD | +74.6% | +23.2% | +51.4% | +62.2% |
| 1Y | +84.9% | +36.3% | +48.6% | +66.3% |
| 3Y | +197.5% | +2.3% | +195.3% | +178.9% |
| 5Y | +150.6% | -42.9% | +193.5% | +172.2% |
| All | +513.6% | +189.9% | +323.7% | +294.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling