+174.8%
EXE vs TECH
-24.6%
+199.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | -0.4% | +0.3% | -0.7% | -0.4% |
| 3M | +9.5% | +32.9% | -23.5% | +5.8% |
| 6M | -9.3% | +32.1% | -41.4% | -12.8% |
| YTD | -10.9% | +23.4% | -34.3% | -13.8% |
| 1Y | +4.3% | +34.1% | -29.8% | -0.5% |
| 3Y | +18.8% | +2.2% | +16.6% | +15.7% |
| 5Y | +101.4% | -41.8% | +143.2% | +104.4% |
| All | +174.8% | -24.6% | +199.4% | +167.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling