+143.8%
EWY vs TECH
+34.5%
+109.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.2% |
| 7D | +1.2% | -0.5% | +1.7% | +1.3% |
| 30D | +9.3% | 0.0% | +9.3% | +9.3% |
| 3M | +2.4% | +37.4% | -35.0% | -3.5% |
| 6M | +40.3% | +36.9% | +3.4% | +31.2% |
| YTD | +88.0% | +23.1% | +64.9% | +78.1% |
| 1Y | +143.8% | +42.2% | +101.6% | +121.7% |
| All | +143.8% | +34.5% | +109.3% | +121.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling