+1,236.8%
EWY vs TECH
+803.2%
+433.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +4.8% | +0.1% | +4.7% | +4.8% |
| 30D | +11.7% | +0.7% | +11.0% | +11.5% |
| 3M | -7.4% | +36.3% | -43.8% | -14.8% |
| 6M | +40.6% | +25.6% | +15.0% | +30.3% |
| YTD | +94.3% | +23.7% | +70.6% | +80.3% |
| 1Y | +164.3% | +37.6% | +126.6% | +136.9% |
| 3Y | +221.0% | -6.6% | +227.6% | +208.3% |
| 5Y | +139.1% | -42.2% | +181.4% | +155.7% |
| 10Y | +298.8% | +187.6% | +111.2% | +171.5% |
| All | +1,236.8% | +803.2% | +433.7% | +618.8% |
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