+226.4%
EWY vs TECH
+1.4%
+225.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.5% | +0.5% |
| 7D | +6.7% | -0.1% | +6.7% | +6.7% |
| 30D | +17.0% | +0.3% | +16.7% | +16.9% |
| 3M | +3.7% | +32.9% | -29.3% | -2.2% |
| 6M | +42.5% | +32.1% | +10.4% | +33.5% |
| YTD | +96.2% | +23.4% | +72.9% | +85.8% |
| 1Y | +160.4% | +34.1% | +126.3% | +141.3% |
| All | +226.4% | +1.4% | +225.0% | +212.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling