+103.6%
EXE vs TECH
-41.8%
+145.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -1.8% | +0.2% | -2.0% | -1.8% |
| 30D | +6.4% | +0.1% | +6.3% | +6.4% |
| 3M | +9.2% | +37.5% | -28.2% | +5.2% |
| 6M | -7.0% | +34.6% | -41.6% | -10.7% |
| YTD | -9.5% | +23.5% | -32.9% | -12.4% |
| 1Y | +6.2% | +34.4% | -28.2% | +1.3% |
| 3Y | +20.7% | +2.3% | +18.5% | +17.7% |
| 5Y | +103.6% | -41.7% | +145.4% | +101.2% |
| All | +103.6% | -41.8% | +145.4% | +101.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling