+146.1%
EWT vs TECH
-42.4%
+188.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.5% |
| 7D | -1.1% | -0.5% | -0.6% | -1.0% |
| 30D | +4.8% | 0.0% | +4.8% | +4.8% |
| 3M | +11.1% | +37.4% | -26.3% | +3.4% |
| 6M | +54.6% | +36.9% | +17.8% | +42.5% |
| YTD | +71.4% | +23.1% | +48.4% | +61.2% |
| 1Y | +82.1% | +42.2% | +39.9% | +64.8% |
| 3Y | +193.2% | +1.9% | +191.3% | +178.0% |
| 5Y | +146.1% | -42.9% | +189.0% | +155.6% |
| All | +146.1% | -42.4% | +188.5% | +155.6% |
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