+2.7%
EXE vs TECH
+34.5%
-31.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -2.2% | -0.5% | -1.7% | -2.2% |
| 30D | -0.8% | 0.0% | -0.8% | -0.8% |
| 3M | +10.0% | +37.4% | -27.4% | +9.0% |
| 6M | -6.3% | +36.9% | -43.2% | -7.3% |
| YTD | -10.7% | +23.1% | -33.8% | -11.3% |
| 1Y | +2.7% | +42.2% | -39.6% | +3.9% |
| All | +2.7% | +34.5% | -31.8% | +3.9% |
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