+502.5%
EWT vs TECH
+492.5%
+10.0%
-64.4%
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 | +9.1% | +0.1% | +9.0% | +9.1% |
| 30D | -12.2% | +0.5% | -12.7% | -12.3% |
| 3M | -9.4% | +1.1% | -10.5% | -9.6% |
| 6M | +2.7% | +62.8% | -60.2% | -9.1% |
| YTD | +53.3% | +24.5% | +28.8% | +42.8% |
| 1Y | +59.2% | +20.6% | +38.5% | +49.2% |
| 3Y | +157.1% | +29.5% | +127.6% | +129.3% |
| 5Y | +119.6% | -40.9% | +160.5% | +131.4% |
| 10Y | +446.9% | +189.5% | +257.4% | +285.0% |
| All | +502.5% | +492.5% | +10.0% | +221.9% |
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 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