+178.5%
EXE vs TECH
-24.4%
+202.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +8.5% | +0.7% | +7.7% | +8.4% |
| 3M | +5.5% | +36.3% | -30.9% | +1.6% |
| 6M | -5.9% | +25.6% | -31.5% | -8.9% |
| YTD | -9.7% | +23.7% | -33.4% | -12.7% |
| 1Y | +3.6% | +37.6% | -34.1% | -1.6% |
| 3Y | +18.0% | -6.6% | +24.6% | +17.0% |
| 5Y | +109.4% | -42.2% | +151.7% | +112.6% |
| All | +178.5% | -24.4% | +202.9% | +170.6% |
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