+594.1%
EWT vs TECH
+488.9%
+105.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +4.0% | +0.1% | +3.9% | +3.9% |
| 30D | +10.3% | +0.7% | +9.6% | +10.1% |
| 3M | +6.1% | +36.3% | -30.3% | -1.9% |
| 6M | +56.6% | +25.6% | +31.1% | +46.1% |
| YTD | +76.6% | +23.7% | +52.9% | +64.7% |
| 1Y | +97.9% | +37.6% | +60.2% | +78.9% |
| 3Y | +198.0% | -6.6% | +204.6% | +187.1% |
| 5Y | +151.8% | -42.2% | +194.0% | +166.3% |
| 10Y | +514.1% | +187.6% | +326.6% | +332.6% |
| All | +594.1% | +488.9% | +105.2% | +271.4% |
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